Lgt Wealth Management Us Limited
- Regulatory AUM
- $1.8B
- Discretionary
- $1.7B
- Clients
- 1,334
- Avg AUM / client
- $1.3M
- Accounts
- 2,018
- Employees
- 25
AUM over time
Annual snapshots from Form ADV filings · as of Mar 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 646 | $230M | 12.8% |
| High net worth individuals | 310 | $1.1B | 59.1% |
| Charitable organizations | Fewer than 5 clients | $991K | 0.06% |
| Corporations and other businesses | 378 | $506M | 28.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Von Und Zu Liechtenstein, Johann, Adam Pius Ii | Beneficiary | Jan 1970 (57y) | GP / trustee / elected manager of Prince Of Liechenstein Foundation (indirect) | |
| Paul David Nixon | Director, Chief Executive Officer | Jun 2012 (14y) | Less than 5% | |
| Payne, Steven, John | Director, Chief Compliance Officer | Apr 2015 (11y) | Less than 5% | |
| Snee, Benjamin, James | Director | Jun 2015 (11y) | Less than 5% | |
| Tanner, Stephan | Director | Feb 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lgt Uk Holdings Limited | Sole Shareholder Of Lgt Wealth Management Us Limited | Jul 2024 | A | 75% or more |
| Lgt Group Foundation | Shareholder | Jun 2016 | B | ≈ 42.19% – 100% via Lgt Group Holding Limited |
| Lgt Group Holding Limited | Shareholder | Dec 2016 | B | ≈ 56.25% – 100% via Lgt Uk Holdings Limited |
| Prince Of Liechenstein Foundation | Beneficiary | Jul 2001 | B | GP / trustee / elected manager of Lgt Group Foundation (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Lgt Group Foundation: 75% – 100% of Lgt Group Holding Limited × 75% – 100% of Lgt Uk Holdings Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Lgt Group Holding Limited: 75% – 100% of Lgt Uk Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 1.25 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Morningstar Wealth International Limited $64.5M (4% of AUM) Mar 2026
- Praemium International Limited $32.4M (4% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.
View current Form ADV (SEC/IAPD) ↗