LGT Wealth Management UK partners with Addepar to support client service

LGT Wealth Management UK has partnered with Addepar, which will support the wealth manager's front-office and client service teams.

The wealth management firm will adopt Addepar technology to gain access to its platform, providing LGT with an integrated data foundation aimed at supporting tailored client reporting and a personalised service.

It will integrate with LGT’s existing systems and workflows, seeking to enhance service delivery and better support evolving client needs as portfolios grow in scope and complexity, including multi-currency holdings, cross-border investments, and exposure to private markets.

LGT stated that, through the adoption of Addepar, it was equipping its front office with tools designed to support ‘meaningful’ client conversations and informed decision making.

Wealth managers will be able to draw on a consolidated, client-ready view of portfolios across asset classes, facilitating discussions around performance, risk, and long-term objectives.

“Our decision to work with Addepar reflects our ongoing investment in technology,” said LGT Wealth Management UK head of front office, John Jopp.

“As client needs and portfolios become more complex, access to Addepar’s best-in-class platform will help us continue to deliver clear insight and maintain a consistently high standard of personalised service.”

Addepar chief revenue officer, Peter O’Brien, added: “We are pleased to support LGT’s continued investment in the tools and expertise that underpin high quality advice, enabling wealth managers to utilise the data they desire to deliver clear, personalised insight and grow trusted client relationships.”

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