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LGT Wealth Management UK Partners with Addepar

In a strategic move to bolster its client service offerings, LGT Wealth Management UK has entered into a partnership with Addepar, a renowned global data and AI platform. This collaboration is set to enhance the wealth management experience for clients by integrating advanced technologies into its front office and client service teams.

Commitment to Client-Centric Solutions

LGT Wealth Management UK’s decision to team up with Addepar underscores its ongoing commitment to responsible, long-term wealth management in the UK market. By adopting Addepar's sophisticated platform, LGT aims to support tailored reporting and maintain a consistently high level of personalized service that meets the evolving needs of its clientele.

The integration of Addepar's flexible and comprehensive database is designed to work seamlessly with LGT's existing systems, thus allowing for improved service delivery. This is essential as client portfolios grow in complexity and scale, incorporating multi-currency positions, cross-border investments, and exposure to private markets.

Enhanced Tools for Meaningful Client Engagement

The utilization of Addepar’s advanced toolkit will empower LGT’s front office with improved capabilities to facilitate meaningful discussions with clients. Wealth managers will now have access to a consolidated and client-ready overview of portfolios across various asset classes, enabling clearer dialogues about performance, risk management, and long-term investment objectives.

John Jopp, the Head of Front Office at LGT Wealth Management UK, stated, "Our decision to collaborate with Addepar reflects our continuous investment in technology. As client needs and portfolio complexities increase, access to Addepar's best-in-class platform will be paramount in ensuring we deliver clear insights while maintaining our commitment to personalized service."

A Leading Position in the Wealth Management Sphere

Peter O'Brien, Chief Revenue Officer at Addepar, expressed enthusiasm about supporting LGT's investment in tools and expertise that underpin high-quality advisory services. He remarked, "LGT Wealth Management UK has built a strong reputation in client service and long-term wealth management. We are excited to assist them in leveraging data to provide personalized insights and foster trust in client relationships."

As wealth managers increasingly prioritize data-driven platforms that enhance client engagement and service delivery, LGT Wealth Management UK's partnership with Addepar reinforces its standing as a leading wealth management platform in the UK and EMEA region. With support for over 1,400 companies in nearly 60 countries, Addepar facilitates end-to-end investment workflows for nearly $9 trillion in assets.

About Addepar

Addepar has gained acclaim as a global data and AI platform that empowers investment professionals to transform complex financial information into actionable insights. By consolidating portfolio, market, and client data into a unified portfolio view, Addepar delivers AI-driven insights that are crucial for investment and client workflows. Over 1,400 firms in 60 countries rely on Addepar to manage and advise on nearly $9 trillion in assets. The open platform integrates with almost 650 software, data, and consulting partners, providing end-to-end investment operations for firms of all sizes and complexities. Addepar has a global presence with offices in major financial hubs such as New York City, London, Geneva, and more.

About LGT Wealth Management

LGT Wealth Management is a leading international private banking and asset management group, fully owned by the Princely Family of Liechtenstein for over 90 years. As of June 30, 2025, LGT managed assets worth CHF 359.6 billion ($451.6 billion) for wealthy individuals and institutional clients. With a workforce of over 6,000 professionals across more than 30 locations globally, LGT is committed to delivering excellence in wealth management.