#London #United Kingdom #Client Service #Addepar #LGT Wealth Management

Enhancing Client Service: LGT Wealth Management Partners with Addepar

In a significant strategic move, LGT Wealth Management UK has entered into a partnership with Addepar, a leading global data and AI platform. This collaboration aims to bolster the company's front-office capabilities and elevate the quality of client service it provides. The use of Addepar's advanced technology underscores LGT's commitment to delivering tailored wealth management solutions that meet the evolving demands of its clientele.

A Shift Towards Data-Driven Insights

Addepar's platform is designed to integrate seamlessly into LGT's existing workflows, providing a comprehensive data foundation. This will enable LGT to offer personalized and transparent client reporting while maintaining superior standards of service. As clients’ portfolios grow in complexity—including investments across multiple currencies and geographies—the platform will help wealth managers better cater to their needs, offering insights that were previously unattainable.

John Jopp, Head of Front Office at LGT Wealth Management UK, stated, “Our decision to collaborate with Addepar reflects our ongoing investments in technology. As client needs and portfolios become increasingly complex, access to Addepar's top-tier platform will help us continue to deliver clear insights and maintain high standards of personalized service.”

Tailored Service in a Complex Environment

The integration of Addepar provides LGT’s wealth managers with enhanced tools for client engagement. They can now access a consolidated and customized view of client portfolios across all asset classes, facilitating informed discussions around investment performance, associated risks, and long-term objectives. This leads to more meaningful interactions with clients, placing a strong emphasis on transparency and clarity in wealth management practices.

Peter O'Brien, Chief Revenue Officer at Addepar, noted, “LGT Wealth Management UK has an outstanding reputation for client service and long-term care. We are excited to support LGT's investments in the tools and expertise that form the foundation of high-quality advisory services, allowing wealth managers to leverage data effectively to deliver valuable, personalized insights and build trust with clients.”

Strengthening Market Position

As the demand for data-driven platforms rises, LGT's choice of Addepar positions it strongly within the competitive landscape of UK and EMEA wealth management. Addepar already supports over 1,400 companies across almost 60 nations, managing assets worth nearly $9 trillion. The platform’s capabilities cover end-to-end workflows in asset management, making it an attractive choice for firms looking to enhance their service offerings.

Conclusion

The partnership between LGT Wealth Management UK and Addepar marks a considerable advancement in the wealth management sector. By leveraging Addepar's data-driven insights and client service tools, LGT is set to redefine its service proposition in an increasingly complex financial landscape. This collaboration ensures that clients receive the highest level of personalized service, fostering long-term relationships and trust—a cornerstone of effective wealth management.

About Addepar: Addepar is a global data and AI platform empowering investment professionals to transform complex financial data into actionable insights. It integrates portfolio, market, and client data for a complete investment view, providing AI-assisted insights across investment and client workflows. The platform serves institutions managing around $9 trillion in assets.

About LGT Wealth Management: LGT is an international private banking and asset management group owned entirely by the Princely Family of Liechtenstein. With over 90 years of experience, LGT manages CHF 359.6 billion (approximately $451.6 billion) in assets for wealthy individuals and institutional clients. The firm employs over 6,000 across more than 30 locations worldwide, emphasizing exemplary client service and sustained relationships.