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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
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).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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