LGT Wealth Management US Limited

LGT Wealth Management US Limited serves U.S.-connected and international clients including high‑net‑worth individuals, families, companies, trusts and charities, providing discretionary and advisory portfolio management, a model portfolio service, and bespoke wealth‑planning advice. The firm can also manage U.S. domestic accounts through third‑party custodians where local custody is required.

Investment decisions are governed by an internal Investment Committee that incorporates research from affiliated LGT committees and third‑party sources to construct portfolios and model allocations; client mandates are documented with an Investment Policy Statement following completion of an Investment and Risk Profile Questionnaire. Accounts are managed under either discretionary or advisory mandates, and clients are required to appoint an external custodian because the firm does not provide direct custody of client assets.

LGT US is an FCA‑authorised, SEC‑registered subsidiary within the larger LGT group, and leverages affiliated entities (including LGT UK and LGT Jersey) and group banking relationships to provide additional services such as access to credit facilities subject to jurisdictional limits. Its combination of affiliation with a private banking group, explicit wealth‑planning services, use of both affiliated and independent custodial arrangements, and the availability of fixed management charging in certain custody relationships distinguishes it from many peers in the same adviser category.