Lgt Bank (Switzerland) Ag
$113M reported client assets across 1 advisory firms in FY2025 annual amendments
Reported client assets over time
$65.8M
$113M
2023
2025
Same-firm comparison: 1 firms that reported Lgt Bank (Switzerland) Ag in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Ventira Private Wealth Management Ltd. | $113M | $682M | 16.5% | 03/16/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.