LGT Wealth Management

The LGT Charities team has been working in partnership with charities by supporting trustees and building investment portfolios around their individual needs for over 20 years. The team manages approximately GBP 1.9bn on behalf of UK charities. The team is comprised of 12 charity investment managers, many of whom are trustees and investment committee members, who have experience of sitting on both sides of the table.

The services we offer charities range from governance and investment policy support, to cash management, investment management, lending and access to private assets and impact investments. They are designed to incorporate best practice for charity investors and can be accessed through straightforward investment vehicles and more tailored approaches when needed.

[LGT Wealth Management is one of the leading wealth managers in the UK focused on providing an exceptional and transparent service to private clients, companies, charities, trusts and financial intermediaries

As part of a family-owned private bank and asset manager, we are thoughtful, sustainable, and deliberate: in how we invest; how we operate as a business and to how we approach our relationships with our charity clients. With offices in London, Jersey, Bristol, Edinburgh, Leeds, Birmingham and Manchester, we can service our charity clients across the UK.]

Like many of the charities we work with, our owners have a perpetual time horizon, and this means we are a stable, long-term partner in an industry that is undergoing significant change. Our managers are personally involved with charities, we invest on behalf of charities and our business has its own award-winning charitable foundation “LGT Venture Philanthropy” which receives 10% of the group’s dividend. This gives us a broad and unique perspective on many of the issues that are front-of-mind for trustees and investment committees.

The services we offer charities range from governance and investment policy support, to cash management, investment management, lending and access to private assets and impact investments. They are designed to incorporate best practice for charity investors and can be accessed through straightforward investment vehicles and more tailored approaches when needed.

Find out more about our charities team or get in touch here.