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LGT Wealth Management UK Forms Partnership with Addepar

In a significant move reflecting its commitment to enhancing client services, LGT Wealth Management UK has decided to collaborate with Addepar, a prominent global data and AI platform. This partnership is designed to bolster LGT's front-office and client service teams, positioning the firm to provide tailored and data-driven insights beneficial to their clients.

A Strategic Investment in Technology

As the wealth management sector undergoes rapid changes, driven by increased client expectations and complex investment environments, LGT Wealth Management UK sees the value in investing in advanced technologies. By integrating Addepar's sophisticated platform, LGT aims to enhance its capacity to manage varied client needs effectively. The platform offers a robust and flexible data foundation, essential for providing clear, customized reporting that reflects the unique portfolios of clients.

This integration promises to streamline processes, as it is designed to blend seamlessly with LGT’s existing systems and workflows. The facility provided by Addepar allows wealth managers to tackle a multitude of client assets effectively, such as multi-currency holdings, cross-border investments, and diverse exposure to private markets—all of which are increasingly prevalent in today’s globalized economy.

Enhancing Client Interactions

One of the key advantages of the Addepar platform lies in its ability to equip front-office staff with powerful tools that enrich client conversations. This enhanced capability allows wealth managers to present a consolidated view of portfolios across different asset classes, which fosters transparent discussions surrounding performance, risk management, and long-term financial objectives. As a result, clients can engage in meaningful dialogues about their investments, leading to more informed decisions and a stronger confidence in their financial strategies.

John Jopp, Head of Front Office at LGT Wealth Management UK, commented on this strategic decision, stating, “Our collaboration with Addepar exemplifies our ongoing investment in technology, which is crucial as client portfolios and needs evolve. The access to Addepar's leading-edge platform will enable us to provide clearer insights and maintain our commitment to high-quality, personalized service that our clients expect.”

Building a Stronger Wealth Management Practice

Peter O'Brien, Chief Revenue Officer at Addepar, echoed this sentiment, noting the significance of their role in supporting LGT's mission to provide exceptional service. He asserted, “LGT Wealth Management UK has earned a strong reputation for its commitment to client service and long-term asset stewardship. Our collaboration aims to furnish wealth managers with the insights and tools necessary to elevate service quality, fostering trust and strong relationships with clients.”

This partnership is not just about enhancing existing services; it's also about positioning LGT Wealth Management UK as a preferred wealth management platform in an increasingly competitive market. As wealth managers across the industry increasingly prioritize data-driven solutions that elevate client engagement and front-office deliveries, LGT's strategic alignment with Addepar underscores its ambition to remain at the forefront of wealth management within the UK and the wider EMEA region.

About Addepar and LGT

Addepar has established itself as a leading global data and AI platform that helps investment professionals convert complex financial information into actionable insights. With a footprint across nearly 60 countries and managing assets worth almost $9 trillion, Addepar empowers over 1,400 firms to improve their investment capabilities and client interactions.

On the other hand, LGT Wealth Management is part of a reputable international private banking and asset management group, uniquely controlled by the Liechtenstein Princely Family for over nine decades. As of mid-2025, LGT managed assets worth CHF 359.6 billion, illustrating its significant presence in wealth management for both individual and institutional clients.

The collaboration between LGT and Addepar marks a new chapter in wealth management, where technology plays a pivotal role in delivering superior client services and insights.