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LGT Wealth Management UK Forms Strategic Alliance with Addepar

In a significant move aimed at enhancing client service capabilities, LGT Wealth Management UK has announced a partnership with Addepar, a renowned global platform specializing in data management and artificial intelligence. This collaboration is designed to bolster the front-office operations and customer service teams within LGT, ensuring the delivery of customized and high-level investment management services tailored to client needs in the UK.

Empowering Client Relations with Advanced Tools

With this initiative, LGT Wealth Management seeks to integrate advanced data analytics and reporting capabilities into its operations. Addepar will provide a robust, flexible platform designed to deliver clear, tailored reports that cater to the distinct needs of each client. By seamlessly integrating into existing systems and workflows at LGT, the platform facilitates superior service delivery and enhances responsiveness to the evolving needs of clients, especially as their portfolios grow in complexity. This includes managing multi-currency assets, cross-border investments, and exposure to private markets.

John Jopp, head of the front-office at LGT Wealth Management UK, emphasized the importance of this partnership, stating, “Our collaboration with Addepar reflects our ongoing commitment to integrating advanced technology in our operations. As client needs and portfolios become increasingly multifaceted, leveraging Addepar’s top-tier platform will help us maintain clarity and sustain a high level of personalized service.”

A Strong Reputation in Wealth Management

Addepar is recognized for its ability to streamline and enhance the investment management process. With over 1,400 firms in nearly 60 countries utilizing its services, the platform manages investment flows totaling approximately $9 trillion in assets. Peter O'Brien, revenue chief at Addepar, highlighted LGT’s reputation within the financial services sector, saying, “LGT Wealth Management UK has a well-established standing for client service and long-term management. Supporting their ongoing investment in the tools and expertise that contribute to high-quality advisory services is a privilege.”

The Driving Force of Data-Driven Solutions

As wealth managers increasingly prioritize data-driven platforms that enhance client engagement and streamline front-office services, LGT’s choice of Addepar underscores its position as a leader in the UK and EMEA region. The partnership is positioned to advance LGT's service delivery by providing wealth managers with improved consolidated views of client portfolios across all asset categories, fostering transparent discussions about performance, risk, and long-term objectives.

This strategic collaboration not only exemplifies LGT's commitment to innovation in wealth management but also serves to fortify its competitive edge by leveraging sophisticated analytics to meet the diverse needs of its clients.

About LGT Wealth Management

LGT Group is a premier international wealth management and private banking entity wholly owned by the princely family of Liechtenstein for over 90 years. As of June 30, 2025, LGT managed CHF 359.6 billion (USD 451.6 billion) on behalf of affluent individuals and institutional clients. With a workforce exceeding 6,000 across more than 30 locations worldwide, LGT continues to set standards in personalized wealth management.

About Addepar

Addepar stands at the forefront of transforming complex financial data into actionable insights. By unifying client, portfolio, and market data into a single comprehensive view, Addepar empowers investment professionals globally. Its open platform integrates with nearly 650 software partners, supporting investment operations for firms of all sizes and complexities, with a vast global presence spanning major financial hubs including New York, London, and Dubai.

In conclusion, the partnership between LGT Wealth Management UK and Addepar marks a significant step forward in enhancing the capabilities of financial service delivery, benefitting both the firm and its clientele through state-of-the-art technology and personalized service enhancements.