1. Could you introduce LGT Wealth Management and explain its strategic vision, particularly in the context of your operations and ambitions in Jersey?
LGT Wealth Management was established in 2008 and had a clear strategy to provide transparent, personalised investment services that are shaped around our clients and their goals and aspirations. At the heart of this is our entrepreneurial ethos which drives a flexible and dynamic approach which is underpinned by the financial strength and long-term stability of our private ownership by the Princely Family of Liechtenstein.
We recognise that wealth management involves more than just data and portfolio construction. Financial decisions are often shaped by emotion - aspiration, responsibility, even fear - and our values-driven approach reflects that understanding. Our focus was therefore on building and cultivating long-lasting client relationships and adopting a values-driven approach to wealth management.
At LGT Wealth Management Jersey, we are committed to becoming a leading wealth manager in the islands by delivering solutions that meet the unique needs of High Net Worth private clients and intermediaries. Aligned with the values of the LGT Group, we uphold a tradition of excellence, integrity, and long-term thinking. Through strategic partnerships, innovative technologies, and a focus on employee engagement, we aim to build enduring client relationships, enhance our brand's visibility, and drive sustainable growth, while contributing to the long-term success of our clients and the communities we serve.
2. What advantages does Jersey offer as a jurisdiction for delivering sophisticated wealth management solutions to high-net-worth individuals and families?
Jersey has a long-standing reputation as a secure and well-regulated financial hub. Half of the world’s top 25 banks have a presence on the island, and it is considered a significant financial centre.
Jersey has a well-developed and established financial services industry, meaning there is a strong network of experienced professionals - especially in legal and accounting services - already based there.
Broadly speaking, Jersey offers a range of services and wealth structuring tools – including foundations, foundations and private trust companies that can be tailored to our clients and their individual circumstances. Jersey also offers tax benefits in the context of wealth management as it does not collect Capital Gains Tax or Inheritance Tax. Essentially, Jersey offers a robust and internationally respected regulatory environment, which complements our forward-thinking and long-term.
3. LGT has expanded its international footprint in recent years, could you share your current expansion priorities and how Jersey fits into that growth strategy?
Whilst our regional expansion in the last few years has been part of a strategic response to client needs, we maintain a defined approach as to where we target new clients and growth. We’ve focused on key regions and client segments that align with our values and strengths—and that approach is delivering strong results. Jersey has been integral to our proposition since we established a presence here in 2017 and remains a key part of our long-term growth, and we continue to invest in our team, capabilities, and client relationships here
4. How important is the US market and US-connected clientele to LGT Wealth Management, and what solutions do you offer to serve their unique cross-border needs?
LGT Wealth Management Jersey do not directly provide management services for US connected clients. That said, a large and growing part of Jersey’s business is providing the platform for custody and execution for US nexus clients managed by our sister company, LGT Wealth Management US Limited. They are based in London and for the last 12 years have been regulated by both the SEC (in the USA) and the FCA (in the UK). They provide the full range of specialist services US clients demand, helping them to navigate the transatlantic minefield of investment issues, provide full UK and US tax reporting and utilize the stability and benefits of Jersey (as mentioned above) to hold the assets. This structure has provided very popular and is an area that has seen increased demand with more US residents looking to diversify their assets both on a custodial and investment basis.
5. How does LGT’s ownership by the Liechtenstein royal family influence its culture, client relationships, and long-term investment philosophy?
Our private ownership by the Princely Family of Liechtenstein provides stability and financial strength and it’s what sets us apart. Essentially, this forward-thinking, private ownership allows us to invest into the business in order to enhance and continuously improve client service.
6. What are your clients currently prioritising when it comes to wealth preservation and growth, and how is LGT adapting its services to meet these evolving needs?
Every client is different and brings with them a unique set of circumstances and the service we provide is shaped around these requirements. Broadly speaking, many individuals and families we advise are looking for stability and that is something that is becoming increasingly difficult. What we can and do provide for our clients is a holistic approach based around their long-term aspirations.
7. What role does technology play in enhancing your advisory services and client engagement, particularly for globally mobile and digitally savvy clients?
Technology is and remains a critical part of our service offering for clients. We have invested heavily in the technology platforms that support the service we provide to clients and we are increasingly developing strategies which appeal to the next generation of clients, by offering “digital first” experiences. But with increased emphasis on automated platforms, it allows us to focus on the relationship itself.
While we recognise the huge benefits technology can provide, it can never fully replace or offer the same value as face-to-face interactions. Being able to interact personally with our clients and build lasting relationships is a key component of our business strategy.
8. Finally, what message would you like Newsweek readers to take away about LGT Wealth Management’s values, and Jersey’s role as a trusted platform for international private wealth?
Jersey plays a vital role in helping us deliver on that promise. Its stability, reputation, and depth of expertise make it an ideal platform for international wealth management – and we are proud to be part of its continued success.
Overall, I would emphasise our focus on longevity and trusted partnerships, and our ability to navigate complex financial futures.
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