#London #United Kingdom #AI Platform #Addepar #LGT Wealth Management

LGT Wealth Management UK Teams Up with Addepar

In a significant development within the financial services sector, LGT Wealth Management UK has chosen Addepar, a global leader in data and AI platforms, to bolster its front-office operations and enhance client services. This collaboration reflects LGT’s commitment to delivering responsible and long-term wealth management strategies throughout the UK.

The integration of Addepar's platform aims to provide LGT with an adaptable, comprehensive data infrastructure. This foundation serves as a springboard for clear, personalized client reporting and upholding high standards of service. By merging seamlessly with LGT’s existing systems and workflows, Addepar’s technology enhances the firm’s service delivery mechanisms and allows it to address the complexities of evolving client portfolios effectively. These complexities may include multi-currency assets, cross-border investments, and exposure to private markets.

Utilizing Addepar’s advanced capabilities empowers LGT’s wealth managers with tools designed for impactful client interactions and knowledgeable decision-making. The platform offers a consolidated overview of investment portfolios across various asset classes, fostering transparent conversations regarding investment performance, risk management, and achieving long-term goals.

A Commitment to Technological Advancement

John Jopp, Head of Front Office at LGT Wealth Management UK, emphasized the importance of technological investment in their strategic vision. He stated, “Our partnership with Addepar represents our ongoing commitment to leveraging technology that equips us to satisfy the increasingly complex needs of our clients. With Addepar’s cutting-edge platform, we are poised to continue delivering insightful and personalized services.”

Moreover, Peter O’Brien, Chief Revenue Officer at Addepar, noted LGT’s esteemed reputation for client service. He remarked on how integral data-driven tools are in enabling wealth managers to provide tailored insights and nurturing trustworthy client relationships. This partnership signifies a steadfast commitment to delivering the high-quality advice that defines LGT.

As the need for data-oriented platforms grows, LGT Wealth Management UK’s adoption of Addepar underscores its position as a formidable player in the UK and EMEA financial services landscape. Addepar supports an impressive network of over 1,400 firms across approximately 60 countries, managing nearly $9 trillion in assets while facilitating end-to-end investment management workflows.

Who is Addepar?

For those unfamiliar, Addepar is renowned for transforming intricate financial data into actionable intelligence. Their platform offers a unified view of portfolio, market, and client data, allowing investment professionals to make informed decisions. With its open architecture, Addepar integrates smoothly with nearly 650 software, data, and consulting partners, equipping firms of all sizes to manage complex investment operations.

About LGT Wealth Management

Founded over 90 years ago, LGT has evolved into a premier international private banking and asset management group entirely owned by the Princely Family of Liechtenstein. As of June 30, 2025, LGT managed an impressive CHF 359.6 billion ($451.6 billion) on behalf of high-net-worth individuals and institutional clients. The firm prides itself on having a workforce of over 6,000 professionals stationed across more than 30 locations worldwide, including Europe, Asia, the Americas, Oceania, and the Middle East.

In summary, the partnership between LGT Wealth Management UK and Addepar is a strategic leap towards modernizing wealth management through enhanced technological capabilities, setting the stage for superior client service and informed investment practices within an ever-changing financial landscape.