LGT Wealth Management UK has selected Addepar , a global data and AI platform, to support its front-office and customer service teams, underscoring its commitment to responsible, long-term wealth management across the UK.
Addepar will provide LGT Wealth Management UK with a flexible and integrated database that will enable the creation of clear, client-tailored reports and the delivery of a high-level, personalized service. Designed to integrate with LGT’s existing systems and workflows, the platform allows the firm to improve how it delivers its services and better meet the evolving needs of clients as portfolios grow in size and complexity, including multi-currency holdings, cross-border investments, and exposure to private markets.
By adopting Addepar, LGT Wealth Management UK equips its front office with enhanced tools designed to foster productive client conversations and informed decision-making. Wealth managers can leverage an improved consolidated view of portfolios across all asset classes, enabling transparent discussions on performance, risk, and long-term objectives.
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“Our decision to work with Addepar reflects our ongoing investment in technology,” says John Jopp, Head of Front Office at LGT Wealth Management UK. “As client needs and portfolios become increasingly complex, access to Addepar’s best-in-class platform will help us continue to provide clear insights and maintain a high level of personalized service.”
“LGT Wealth Management UK has a strong reputation for client service and long-term management,” says Peter O’Brien, Head of Revenue at Addepar. “We are pleased to support LGT’s continued investment in the tools and expertise that underpin high-quality advice, enabling wealth managers to use the data they need to deliver clear, personalized insights and build trusting relationships with their clients.”
As wealth managers increasingly favor data-driven platforms that support client engagement and front-office services, LGT Wealth Management UK‘s selection of Addepar reinforces its position as a leading platform in the UK and EMEA region. The platform is used by over 1,400 firms in nearly 60 countries, enabling end-to-end management of investment flows representing almost $9 trillion in assets.
Source: PRNewswire