LGT Wealth Management UK Taps Addepar for Enhanced Services

LGT Wealth Management UK has announced a partnership with Addepar, a global data and AI platform, to enhance its client service and data-driven insights. This strategic move is part of LGT's commitment to responsible, long-term wealth management across the UK. Addepar will provide an integrated data foundation, enabling personalized client reporting and supporting the evolving needs of clients with complex portfolios.

The adoption of Addepar is expected to empower wealth managers with improved tools for enhanced client conversations and informed decision-making. With Addepar's platform, LGT can offer a consolidated, client-ready view of portfolios, facilitating transparent discussions on performance, risk, and long-term goals. This collaboration reflects LGT's continued investment in cutting-edge technology to maintain quality in wealth management services.

The partnership also underscores Addepar's position as a leading platform, currently supporting more than 1,400 firms globally in managing around $9 trillion in assets. LGT Wealth Management UK's decision to integrate Addepar marks a significant step in utilizing advanced tools to bolster client engagement and service delivery.