LGT Wealth Management UK Chooses Addepar to Enhance Client Services
LGT Wealth Management UK, a prominent asset management firm backed by the Liechtenstein Princely Family, has partnered with Addepar, a global data and AI platform. This collaboration aims to bolster LGT’s front-office capabilities and elevate client service delivery across its operations in the UK.
Integrated Data Foundation for Enhanced Reporting
This partnership will enable Addepar to provide LGT Wealth Management UK with a versatile and integrated data infrastructure. This foundation is designed to facilitate customized client reporting, ensuring a consistently high standard of personalized service. The platform’s architecture is intended to seamlessly integrate with LGT’s existing systems and workflows, allowing the firm to effectively manage increasing portfolio complexity, including multi-currency holdings, cross-border investments, and exposure to private markets.
Empowering Front-Office Teams for Meaningful Engagement
The deployment of Addepar’s platform will equip LGT’s front-office teams with advanced tools that enhance client interactions and informed decision-making. Wealth managers will benefit from a consolidated, client-ready overview of portfolios across various asset classes, thereby enabling more transparent discussions about investment performance, risk assessment, and long-term goals.
A Global Leader in Data Management
Addepar stands as a leading global data and AI platform, employed by over 1,400 firms in nearly 60 countries, with nearly $9 trillion in assets under management. The platform integrates with approximately 650 partners across software, data, and consulting, supporting comprehensive investment management workflows for organizations of all sizes and complexities. Addepar operates offices in major financial centers including New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, and São Paulo.
Profile of LGT Wealth Management
LGT Wealth Management is part of LGT Group, an international banking and asset management firm wholly owned by the Liechtenstein Princely Family for over 90 years. As of June 30, 2025, the group managed assets totaling CHF 359.6 billion (USD 451.6 billion) for affluent individuals and institutional clients, employing a workforce of more than 6,000 across over 30 locations in Europe, Asia, the Americas, Australia, and the Middle East.
Commitment to Technological Advancement
John Jopp, head of front office at LGT Wealth Management UK, stated that the decision to partner with Addepar underscores the firm’s ongoing commitment to technology investments. As client needs and portfolios become increasingly complex, the adoption of Addepar’s top-tier platform is essential for delivering clear insights and maintaining high standards of personalized service.
Support for Enhanced Client Relationships
Peter O’Brien, chief revenue officer at Addepar, highlighted LGT Wealth Management UK’s stellar reputation for client service and long-term stewardship. He expressed enthusiasm about supporting LGT’s continued technology investments that empower wealth managers. This collaboration will facilitate the effective use of data, enabling the delivery of clear and personalized insights, while fostering trusted client relationships.