Welcome to LGT Wealth Management US

Our fresh approach focuses on building lasting partnerships and developing trust through transparency. We understand the unique requirements that US connected clients have and offer a fully personalised service to match.

Expertly managed

A specialist subsidiary of wealth management firm LGT Wealth Management UK LLP, our firm was set up to help clients with a transatlantic footprint.

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Wealth management

We are here to support you and your family by offering bespoke advice based on your specific needs. Be it portfolio management or financial planning, our dedicated US specialists are here to help you achieve your goals. 

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Financial advisers

We believe great results come from working in partnership with our advisers. Through our intermediary investment service, we can provide you with the resources you need to help grow your business and achieve the best outcomes for your clients.

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Wealth planning

We can help you get your financial affairs in order with our comprehensive wealth planning service. Whether you are an individual, a company, a partner or a trustee with a US connection, let us create a bespoke financial plan that suits your needs. 

Our focus is on ensuring we meet and exceed our clients’ expectations, wherever home is – the UK or the US.

Paul Nixon CEO LGT Wealth Management US
Paul Nixon

Insights

Market View

Independent school fees and VAT

The Labour government's proposal to introduce VAT on private school fees marks a significant shift in the UK's educational and fiscal landscape. Currently, private school fees are exempt from VAT, which provides financial relief to many families opting for private education. The new proposal aims to address funding disparities between private and public education while increasing tax revenues.

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Market View

A look back at the quarter

Markets have generally slowed down expectations of the pace of rate cuts as data had continued to signal stronger than expected inflation. However, the Fed did indicate earlier this week that inflation is coming down. Despite pushing back expected rate cuts, equity markets continued to push...
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Business activities

Enrich: our commitment to employee wellness

As a business, our culture is what sets us apart. Creating social and cultural added value, we champion a positive working culture with a focus on ensuring everyone feels a genuine sense of belonging.

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Our Insights share our thoughts on the markets and our approach to investing. Find our latest articles here.

Our news

Head to our company news page to stay informed about our activities and key business updates. 

All company news

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