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LGT Wealth Management US Limited

LGT Wealth Management US Limited. CRD 164190

LGT Wealth Management US Limited logo

CRD: 164190

LGT Wealth Management US Limited

London, EC3V
+44 203 207 8000
www.lgtwm-us.com/en
$1.8B Total AUM
$1.7B Disc. AUM
26.1% 3Y CAGR
25 Employees
1,334 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers ยท RBC
Clients
Retail and Institutional
Platforms
Timber
Established Date
02-07-2013
Office Locations
1

Office Locations

14 Cornhill London --

About LGT Wealth Management US Limited

LGT Wealth Management US Limited is a specialist affiliated entity of LGT Wealth Management serving US-connected individuals, families and structures with a transatlantic footprint. The team provides bespoke portfolio management, financial planning and comprehensive wealth planning, and supports advisers via an intermediary investment service. Public filings indicate ETF-led portfolios complemented by U.S. government/agency and investment-grade corporate bonds.

Team overview

-- AVG AGE
$128.5M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
7.6 yrs AVG TENURE
25 Employees
14 Advisory Reps
1 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Zenith Summit Pioneer Capital Pioneer Momentum Delta horizon Harbor Ridge

Client Personas

Focus Pioneer bridge

Custodian

Glacier focus Capital beacon Focus north Beacon Focus

Investment Themes

Insight peak Momentum zenith Wave

Services

Bridge insight Bridge Wave north Radial radial Pioneer Foundation radial Vital frontier Catalyst atlas

Technology

Beacon

Owner & Executives

M

MARIE HENRI CHARLES ERDMAN HENCKEL VON DONNERSMARCK

DIRECTOR

CRD
--
Ownership
Less than 5%
(944) 295-3860
oak.optima@pathwaycapital.com
in linkedin.com/in/optima-delta
P

PAUL DAVID NIXON MR.

Chief Executive Officer, Director

CRD
#6092162
Ownership
Less than 5%
(665) 890-7730
atlas.horizon@focuscapital.com
in linkedin.com/in/ridge-capital
C

Crest frontier

Atlas element timber

CRD
#15850
Ownership
12.2%
(550) 950-3442
eagle.focus@foundationcapital.com
in linkedin.com/in/timber-bridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-30-2022
03-28-2023
07-29-2024
03-28-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $1,720,632,283 $875,640
Non-Discretionary $78,913,142 $1,488,927
Total $1,799,545,425 $891,747

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Separately Managed Accounts

Total SMA Asset: $1,799,545,425

$1.8B Total SMA
Equity - Exchange:
20.2%
Sovereign Bonds:
12.1%
Corporate - Investment Grade:
23.3%
Cash:
44.4%
Asset class Assets Assets %
Equity - Exchange $370,835,453 20.2%
Sovereign Bonds $222,134,108 12.1%
Corporate - Investment Grade $427,745,844 23.3%
Cash $815,103,669 44.4%
Total $1,835,819,074 100.0%

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