LGT Wealth Management UK has chosen Addepar, a data and artificial intelligence platform, to uspport its front-office and client service teams.

The integration of Addepar will provide LGT Wealth Management UK with a system for clearer and more tailored client reporting, noted the tech provider.

The platform is structured to work alongside the wealth manager’s existing technology, supporting the management of increasingly complex investment portfolios, including those with multi-currency assets, cross-border investments, and private market exposure.

Addepar is used by over 1,400 firms in almost 60 countries and supports investment management workflows covering nearly $9tn in assets.

Addepar chief revenue officer Peter O'Brien commented: "LGT Wealth Management UK has a strong reputation for client service and long-term stewardship.

"We are pleased to support LGT's continued investment in the tools and expertise that underpin high quality advice, enabling wealth managers to utilise the data they desire to deliver clear, personalised insight and grow trusted client relationships."

With this system, front-office staff will have access to tools that offer a consolidated view of client portfolios across asset classes.

This is expected to improve discussions about portfolio performance, risk assessment, and long-term financial goals with clients.

As of 30 June 2025, LGT managed SFr 359.6bn ($451.6bn) in assets for private and institutional clients.

The firm employs more than 6,000 people across over 30 locations worldwide, including Europe, Asia, the Americas, Australia, and the Middle East.

LGT Wealth Management UK front office head John Jopp said: "Our decision to work with Addepar reflects our ongoing investment in technology.

"As client needs and portfolios become more complex, access to Addepar's best-in-class platform will help us continue to deliver clear insight and maintain a consistently high standard of personalised service."

"LGT Wealth Management UK adopts Addepar platform " was originally created and published by Private Banker International, a GlobalData owned brand.

 

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