UK contact: Laurence Gagen - laurence.gagen@lgt.com
Scotland contact: Gair Brisbane - gair.brisbane@lgt.com
Portfolios constructed with purpose are at the heart of LGT Wealth Management’s approach to supporting charities. For over 20 years, our specialist Charities team has partnered with organisations across the UK to build investment portfolios that reflect both their financial objectives and their underlying values.
Today, we manage £1.8bn on behalf of charitable clients, supported by a dedicated team of 10 charity investment managers. Many of our team members serve as trustees or sit on investment committees themselves, bringing first-hand experience and a deep understanding of the responsibilities and challenges faced by charities. This dual perspective allows us to provide practical, informed advice that aligns closely with our clients’ needs.
Our service offering is comprehensive, covering governance and investment policy support, cash management, discretionary and advisory investment management, and lending solutions. We also provide access to private markets and impact investment opportunities, enabling charities to diversify portfolios while aligning investments with their mission.
All of our services are designed with charity best practice in mind and can be delivered through straightforward, accessible investment vehicles or more tailored, bespoke solutions where required. This flexibility ensures that each charity we work with receives an approach that is both effective and aligned to its specific objectives.
By combining expertise, experience, and a strong sense of purpose, we aim to be a long-term partner to the charities we serve.