LGT Wealth Management UK adopts Addepar platform

LGT Wealth Management UK has chosen Addepar, a information and artificial quality platform, to uspport its front-office and lawsuit work teams.

The integration of Addepar volition supply LGT Wealth Management UK with a strategy for clearer and much tailored lawsuit reporting, noted the tech provider.

The level is structured to enactment alongside the wealthiness manager’s existing technology, supporting the absorption of progressively analyzable concern portfolios, including those with multi-currency assets, cross-border investments, and backstage marketplace exposure.

Addepar is utilized by implicit 1,400 firms successful astir 60 countries and supports concern absorption workflows covering astir $9tn successful assets.

Addepar main gross serviceman Peter O'Brien commented: "LGT Wealth Management UK has a beardown estimation for lawsuit work and semipermanent stewardship.

"We are pleased to enactment LGT's continued concern successful the tools and expertise that underpin precocious prime advice, enabling wealthiness managers to utilise the information they tendency to present clear, personalised penetration and turn trusted lawsuit relationships."

With this system, front-office unit volition person entree to tools that connection a consolidated presumption of lawsuit portfolios crossed plus classes.

This is expected to amended discussions astir portfolio performance, hazard assessment, and semipermanent fiscal goals with clients.

As of 30 June 2025, LGT managed SFr 359.6bn ($451.6bn) successful assets for backstage and organization clients.

The steadfast employs much than 6,000 radical crossed implicit 30 locations worldwide, including Europe, Asia, the Americas, Australia, and the Middle East.

LGT Wealth Management UK beforehand bureau caput John Jopp said: "Our determination to enactment with Addepar reflects our ongoing concern successful technology.

"As lawsuit needs and portfolios go much complex, entree to Addepar's best-in-class level volition assistance america proceed to present wide penetration and support a consistently precocious modular of personalised service."

"LGT Wealth Management UK adopts Addepar level " was primitively created and published by Private Banker International, a GlobalData owned brand.

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