Insights

Strong Industry Position LGT Wealth Management operates within the competitive financial services industry, with a substantial revenue range of 100 to 250 million dollars and a client-focused approach, indicating potential for growth partnerships in bespoke wealth management solutions.

Recent Strategic Partnerships The collaboration with Addepar to enhance client service and data-driven insights presents opportunities to offer advanced analytics, reporting tools, and integrated tech solutions to similar firms seeking to modernize their portfolios.

Leadership Transformation With recent changes in executive leadership, including the appointment of a seasoned CEO, there is scope to engage in executive-level discussions and tailor offerings that support strategic growth, succession planning, and operational efficiency.

Tech Stack Optimization Utilizing modern platforms like Databricks, Salesforce, and Microsoft Azure, LGT Wealth Management demonstrates openness to innovative technology, enabling cross-selling of complementary fintech services, cloud solutions, and data security enhancements.

Client Segmentation Focus The company’s expansion into family advisory and high-net-worth segments suggests opportunities to customize wealth transfer, estate planning, and family governance tools, especially for clients with complex multi-generational needs.

LGT Wealth Management Tech Stack

LGT Wealth Management uses 8 technology products and services including Autorek, SmartSearch, Varnish, and more. Explore LGT Wealth Management's tech stack below.

  • Autorek
    Accounting And Finance
  • SmartSearch
    Applicant Tracking Systems
  • Varnish
    Caching
  • Open Graph
    Content Management System
  • Postman
    Data Management Platforms
  • Microsoft
    Miscellaneous
  • Java
    Programming Languages
  • Agiloft
    Project Management

LGT Wealth Management's Email Address Formats

LGT Wealth Management uses at least 2 format(s):
LGT Wealth Management Email FormatsExamplePercentage
First.Last@lgtvestra.comJohn.Doe@lgtvestra.com
90%
FirstLast@lgtvestra.comJohnDoe@lgtvestra.com
6%
Last@lgtvestra.comDoe@lgtvestra.com
2%
First.Middle@lgtvestra.comJohn.Michael@lgtvestra.com
2%

Frequently Asked Questions

Where is LGT Wealth Management's headquarters located?

Minus sign iconPlus sign icon
LGT Wealth Management's main headquarters is located at 14 Cornhill London, England United Kingdom. The company has employees across 4 continents, including EuropeOceaniaAsia.

What is LGT Wealth Management's phone number?

Minus sign iconPlus sign icon
You can contact LGT Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is LGT Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
LGT Wealth Management's official website is lgtwm.com and has social profiles on LinkedIn.

What is LGT Wealth Management's NAICS code?

Minus sign iconPlus sign icon
LGT Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does LGT Wealth Management have currently?

Minus sign iconPlus sign icon
As of June 2026, LGT Wealth Management has approximately 718 employees across 4 continents, including EuropeOceaniaAsia. Key team members include Chief Executive Officer: B. S.Chief Operating Officer: W. H.Chief Sustainability Officer: P. S.. Explore LGT Wealth Management's employee directory with LeadIQ.

What industry does LGT Wealth Management belong to?

Minus sign iconPlus sign icon
LGT Wealth Management operates in the Financial Services industry.

What technology does LGT Wealth Management use?

Minus sign iconPlus sign icon
LGT Wealth Management's tech stack includes AutorekSmartSearchVarnishOpen GraphPostmanMicrosoftJavaAgiloft.

What is LGT Wealth Management's email format?

Minus sign iconPlus sign icon
LGT Wealth Management's email format typically follows the pattern of First.Last@lgtvestra.com. Find more LGT Wealth Management email formats with LeadIQ.
LGT Wealth Management logo

LGT Wealth Management

Financial ServicesEngland, United Kingdom501-1000 Employees

LGT Wealth Management is a UK-based financial services firm headquartered in London, England, and founded in 2008. It emphasizes a bespoke, client-centered approach, drawing on knowledge from across the industry to tailor wealth management solutions. The firm follows a rigorous investment process, does not manufacture in-house products or set product sales targets, and ensures that its advice is aligned with clients' interests. It is authorized and regulated by the Financial Conduct Authority.

 Its offerings include portfolio management, financial planning, services for intermediaries and their clients, and discretionary portfolio services for US-connected clients via its US subsidiary. In March 2026, LGT Vestra LLP announced a partnership with Addepar to support client service and data-driven insights.

Section iconCompany Overview

Headquarters
14 Cornhill London, England United Kingdom
Phone number
Website
lgtwm.com
NAICS Code
52 - Finance and Insurance
Employees
501-1000

Section iconFunding & Financials

  • $100M$250M

    LGT Wealth Management's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    LGT Wealth Management's revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.