LGT Wealth Management

Website:  https://www.lgtwm.com

Introduction

LGT WM provides advisers with discretionary investment management solutions through the Aviva platform. The services are for advisers who want their clients to have an appropriate level of investment management and are intended to suit a range of clients from traditional to sustainable investment portfolios.

Who are LGT Wealth Management?

LGT WM is a UK-based wealth management firm owned by the Princely Family of Liechtenstein. LGT WM was founded in 2008 to serve the needs of clients, including intermediaries and the successful individuals they represent.

Our investment solutions are designed with a clear understanding of clients' needs and are provided on an unbiased and whole of market basis.

We combine our investment approach with a thorough and well-informed investment process, transparent charging and no manufacturing of in-house products.

We work in partnership with advisers, providing them with the investment expertise that they may not have the time or resource to develop themselves, adding value to the intermediary-client relationship.

Why appoint LGT WM under the Aviva Platform?

We believe that by teaming with Aviva to provide a discretionary management service to advisers, we can add significant value to both their business and their clients. The key features are:

• To engage LGT WM to manage your client's money whilst you retain the day-to-day client relationship.
• Portfolio construction and active management which is wholly independent.
• Enabling you to add real value to your client base.
• Help reduce day-to-day administration when managing client assets.

LGT WM services through Aviva

The LGT WM Model Portfolio Service (MPS) and Sustainable Model Portfolio Service (Sustainable MPS) are both accessible on Aviva. The MPS and Sustainable MPS discretionary investment services comprise multi-asset diversified portfolios to meet a range of objectives and risk profiles.

Model Portfolio Service 

LGT WM provides and centrally manages multiple risk rated model portfolios, as well as a strategic income solution. The portfolios invest in a diversified range of funds, accessing various asset classes, sectors, geographies and investment themes. This service is ideal for a range of clients from the most cautious to the adventurous.

The following Passive and Blended model ranges are now available on the Aviva Platform:

• LGT WM Blended Adventurous
• LGT WM Blended Balanced
• LGT WM Blended Cautious
• LGT WM Blended Defensive
• LGT WM Blended Growth

• LGT WM Passive Adventurous
• LGT WM Passive Balanced
• LGT WM Passive Cautious
• LGT WM Passive Defensive
• LGT WM Passive Growth

For more information on the LGT WM Model Portfolios, please click here.  

Sustainable Model Portfolio Service

The Sustainable MPS runs to the same risk and return targets as the traditional MPS. The ultimate goal of these portfolios is to generate strong, long term investment returns for clients, whilst supporting our sustainable philosophy. The portfolios will aim to achieve this by investing in a diversified range of funds which incorporate themes such as renewable energy, financial inclusion, education, social housing, climate change action, sustainable waste management and renewable material production.

• LGT WM Sustainable Adventurous
• LGT WM Sustainable Balanced
• LGT WM Sustainable Cautious
• LGT WM Sustainable Defensive
• LGT WM Sustainable Growth

Sustainable investment philosophy

The LGT sustainability approach is based on the belief that whilst the economic model of the last century resulted in growth and social development, it also caused long term environmental, social and economic challenges. The realisation of this is leading to an evolution of the model, acknowledging the importance of a healthy environment and society to deliver sustainable growth and development moving forwards. 

Central to the transition to a more sustainable economic model is creating healthier societies and cleaner economies. Within these two structural mega trends we have identified four investment pillars (Inclusion and equity, Health and wellbeing, Environmental action, Circular economy) which focus thinking, research and portfolio management. These in turn help identify desirable and undesirable activities, both considering how a company operates and what it sells, that can be integrated into analysis. The aim is to invest in companies that are positively contributing to a more resilient and productive world, whilst delivering on client investment objectives. The strategy includes several negative exclusions on product areas that LGT view as incompatible with the investment pillars, namely Coal and oil majors, defence, tobacco, alcohol, gambling. 

For more information on the LGT WM Sustainable Model Portfolios and the associated investment framework, please click here. 

The most up-to-date data is available by contacting your local Business Development Director. You can access all model portfolio factsheets by clicking here.

Charges for discretionary management provided by LGT WM are highly competitive. All charges are based on the value of assets under management.

Consumer Duty

Fair Value and Target Market information can be found here.

Contact

For more information, please contact your usual Aviva Regional Sales Manager, or speak to the Adviser Solutions team at LGT WM:

0203 207 8317 / advisersolutions@lgt.com

Further Information

LGT Wealth Management www.lgtwm.com

Legal disclaimer

This publication is for general information only. Aviva takes no responsibility nor accepts any liability for any decisions or actions you take as a result of the information given. This content has not been approved for use with customers. You shouldn’t rely on this content in place of legal, regulatory or other professional advice. Content prepared by Aviva is based on Aviva’s understanding of the law, regulation and current practice at the date of publication. However, this will change from time to time and changes might not be reflected on this page. Aviva isn’t responsible for any of the content in this publication prepared or provided by third parties, nor the accuracy and completeness of that content.