UK wealth management firm LGT Wealth Management UK has selected Addepar, a global data and AI platform, to support its front-office and client service teams, underscoring commitment to responsible, long-term wealth management across the UK.

Addepar will provide LGT Wealth Management UK with flexible, integrated data foundation supporting clear, tailored client reporting and consistently high standard of personalised service, enhancing customer experience through integrated portfolio management capabilities by PR Newswire. Designed to integrate with LGT's existing systems and workflows, the platform enables the firm to enhance service delivery and better support evolving client needs as portfolios grow in scope and complexity, including multi-currency holdings, cross-border investments, and private markets exposure.

Through Addepar adoption, LGT Wealth Management UK is equipping its front office with enhanced tools designed to support meaningful client conversations and informed decision-making. Wealth managers can draw on enhanced consolidated, client-ready view of portfolios across asset classes, enabling transparent discussion around performance, risk, and long-term objectives.

John Jopp, Head of Front Office at LGT Wealth Management UK, stated, "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."

Peter O'Brien, chief revenue officer at Addepar, noted, "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.

"Discover how data platforms are reshaping wealth management client experience delivery here.