LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data and AI platform, to strengthen its front-office capabilities and client service delivery across its UK business.
The partnership will see Addepar provide LGT Wealth Management UK with a flexible, integrated data foundation designed to support tailored client reporting and a consistently high standard of personalised service. The platform is built to integrate with LGT’s existing systems and workflows, enabling the firm to better manage growing portfolio complexity, including multi-currency holdings, cross-border investments and exposure to private markets.
The deployment is intended to equip LGT’s front-office teams with tools that support more meaningful client conversations and informed decision-making. Wealth managers will gain access to a consolidated, client-ready view of portfolios across asset classes, facilitating transparent discussions around performance, risk and long-term objectives.
Addepar is a global data and AI platform used by more than 1,400 firms across nearly 60 countries to manage and advise on close to $9tn in assets. Its open platform integrates with nearly 650 software, data and consulting partners, supporting end-to-end investment management workflows across firms of varying size and complexity. The company maintains offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva and São Paulo.
LGT Wealth Management is part of LGT Group, an international private banking and asset management group that has been fully controlled by the Liechtenstein Princely Family for over 90 years. As of 30 June 2025, LGT managed assets of CHF 359.6bn (USD 451.6bn) for wealthy private individuals and institutional clients, employing over 6,000 people across more than 30 locations in Europe, Asia, the Americas, Australia and the Middle East.
LGT Wealth Management UK head of front office John Jopp said, “Our decision to work with Addepar reflects our ongoing investment in technology. 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 said, “LGT Wealth Management UK has a strong reputation for client service and long-term stewardship. 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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