| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin James Snee Control | Director | Under 5% | 2015 |
| Lgt UK Holdings Limited Control | Sole Shareholder Of Lgt Wealth Management Us Limited | Over 75% | 2024 |
| Marie Henri Charles Erdman Henckel Von Donnersmarck | Director | Under 5% | 2024 |
Lgt Wealth Management US Limited reports $1.4 billion in regulatory assets under management on its Form ADV.
Lgt Wealth Management US Limited reports 28 employees.
Lgt Wealth Management US Limited is based in London and has been SEC-registered since 2013.
Lgt Wealth Management US Limited is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 14 Cornhill, London EC3V 3NR |
| Phone | +44 203 207 8000 |
| Fax | +44 203 207 8001 |
| Office hours | 09:00 - 17:00 Gmt |
| SEC region | HQ |
| Discloses disciplinary history | Yes |
| Discretionary | $1.35B |
| Non-discretionary | $93.3M |
| Total (RAUM) | $1.44B |