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Credentials
None foundExperience Industry experience
11 years
Location
Remote
LGT Wealth Management US Limited
Team
Total advisors
1Clients per advisor
956 Very HighAvg AUM per client
$1,352,563 HighHNW client ratio
32% TypicalPaul Nixon is a financial advisor at LGT Wealth Management US Limited with 11 years of industry experience. He has worked at Vestra US Wealth Management Limited since 2012 and at Vestra Wealth LLP since 2009. He remains registered as a UK Financial Conduct Authority Controlled Function 30 to liaise with legacy Vestra Wealth LLP clients during their transfer to the US business. LGT Wealth Management US Limited provides discretionary and advisory investment management and wealth planning primarily to individuals, high-net-worth families, trusts, charities, and corporate clients with connections to the US and UK. The firm employs a model-based investment approach supported by an in-house Investment Committee and manages approximately $1.4 billion in assets.
Based on LGT Wealth Management US Limited
£0 - £1,000,000: 0.90% annually £1,000,001 - £5,000,000: 0.75% annually £5,000,001+: 0.50% annually
Account minimum: £750,000 or currency equivalent
Texas
11 years of industry experience
Vestra US Wealth Management Limited
2012 - Present • 14 years
London
Vestra Wealth LLP
2009 - Present • 17 years
London
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