LGT Wealth Management US Limited

Overview

LGT Wealth Management US Limited operates as an independent RIA focused on serving high-net-worth individuals, families and institutional clients. The firm emphasizes discretionary portfolio management and financial planning for individuals and small businesses, acting as a capital allocator across public markets with a clear tilt toward equities. It is structured as a foreign-linked entity and maintains affiliations across the financial ecosystem, including broker-dealer relationships, other investment adviser structures, commodity pool/CTA activity and banking connections. Fee arrangements include traditional percentage-of-AUM billing alongside fixed-fee engagements, reflecting a mix of ongoing advisory mandates and project-based planning work. The adviser registers a predominantly discretionary business model and appears to implement portfolios through separately managed accounts and pooled vehicles, leveraging custody and trading relationships that enable cross-border servicing. LGT Wealth Management US Limited does not list itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices