LGT Wealth Management

At Imperium Advice, we pride ourselves on delivering top-quality advice. Our partners are meticulously selected to ensure they uphold the same values of honesty, integrity, and client-first service as our team. LGT Wealth Management has gone through our rigorous selection process to be our partner for our Bespoke and Model Portfolio Services.

LGT Wealth Management is a UK-based wealth management firm. Their solid grounding and financial strength mean they are best-placed to adopt a long-term outlook, and they never lose sight of the fact that it is your money that they manage – ideal for our Imperium Advice clients.

A dedicated Investment Committee

LGT Wealth Management centralise the experience of their investment managers with a dedicated research team, for high-quality market analysis with a proven track record since November 2009. Daily market analyses are supplemented by monthly in-depth Market Views created by ongoing research from the Investment Committee, bringing an average of twenty years’ experience to guide the investment portfolios.

Dynamic portfolio construction

Portfolios are constructed and frequently assessed using the Investment Committee insights and real-time analysis software to ensure that monthly updates allocate assets efficiently based on both the current and anticipated macroeconomic climates. A clear balance must be struck for each portfolio type, based upon risk versus potential returns, and regular reviews allow Discretionary Fund Managers to optimise portfolios based on this wealth of market knowledge to ensure they continue to sit within their stated risk profile.