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LGT Wealth Management US Limited
LGT Wealth Management US Limited is an SEC-registered investment adviser in London, registered since 2013. The firm manages $1.8 billion in assets, with $1.7...
LGT Wealth Management US Limited
LGT Wealth Management US Limited is an SEC-registered investment adviser in London, registered since 2013. The firm manages $1.8 billion in assets, with $1.7 billion on a discretionary basis. It has 25 employees and 14 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
London
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Who ultimately owns LGT Wealth Management US Limited?
The ultimate owner is the Princely House of Liechtenstein, via the Prince of Liechtenstein Foundation. This makes LGT one of very few globally significant asset managers backed by a European sovereign family's permanent capital rather than public shareholders. H.S.H. Prince Max von und zu Liechtenstein serves as Chairman of the LGT Group.
How does the US entity access alternative investments?
The US unit draws on LGT Capital Partners, the group's dedicated alternative investment management division with more than $100 billion in assets. This provides a structured pipeline for private equity fund commitments, direct co-investments, private credit, real estate, and hedge fund allocations. The US relationship managers select and allocate from this institutional-grade menu for American clients.
Is LGT Wealth Management US Limited registered with the SEC?
Yes, it operates as an SEC-registered investment adviser. This means it is subject to US fiduciary standards and regulatory oversight, distinct from the group's European banking entities which are supervised by the Swiss Financial Market Supervisory Authority (FINMA) and the Liechtenstein Financial Market Authority (FMA).
What is the minimum investment typically required to become a client?
LGT Wealth Management US positions itself for ultra-high-net-worth individuals and family offices, though the firm does not publicly disclose a fixed minimum. Given its institutional alternative investment platform, it typically serves clients with substantially liquid investable assets seeking private markets exposure beyond standard brokerage offerings. Specific thresholds are determined through direct intake conversations.
How does LGT's philanthropic arm relate to the US wealth management business?
LGT Venture Philanthropy is a completely separate foundation funded by the Princely family, not client assets. It focuses on improving quality of life for disadvantaged people in the Global South through grants and impact investments. The US wealth management entity does not commingle philanthropic capital with client portfolios. Some US clients do access the foundation's co-investment opportunities on a voluntary basis.
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