LGT Wealth Management UK picks Addepar for client data
LGT Wealth Management UK has selected Addepar to support its front-office and client service teams in one of Addepar's largest UK wealth management partnerships to date.
The deployment will provide LGT Wealth Management UK with an integrated data platform designed to improve client reporting and help staff manage more complex portfolios. Those portfolios increasingly include multi-currency holdings, cross-border investments and private market exposure.
The move reflects a broader shift among wealth managers towards systems that combine portfolio and client data for advisers and service teams. Firms are under pressure to present a clearer view of assets, performance and risk as wealthy clients spread investments across more geographies and asset classes.
Addepar's platform will integrate with LGT's existing systems and workflows, giving wealth managers a consolidated view of client portfolios and more consistent reporting for conversations about long-term objectives.
For LGT, the agreement is part of a wider technology investment in its UK business. The platform is expected to support front-office delivery and client service as demand rises for more tailored reporting and faster access to portfolio information.
"Our decision to work with Addepar reflects our ongoing investment in technology," said John Jopp, Head of Front Office at LGT Wealth Management UK. "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 has been expanding its presence in Europe as it competes for more mandates from private banks, wealth managers and advisers seeking centralised data tools. It now supports more than 1,400 firms in nearly 60 countries and is used across almost $9 trillion in assets.
The LGT mandate follows another notable regional client win after Addepar announced a partnership with HSBC Private Banking a year earlier. It has also opened a new office in Switzerland and recently launched Addison, its native artificial intelligence platform.
UK focus
The UK wealth management market has become an important battleground for technology suppliers as firms update ageing systems and respond to rising client expectations. Better reporting, a more complete view of assets and smoother front-office processes have become central priorities as advisers manage increasingly international portfolios.
LGT Wealth Management UK is part of LGT, the private banking and asset management group controlled by the Liechtenstein Princely Family. As of 30 June 2025, LGT managed CHF 359.6 billion, equivalent to USD $451.6 billion, for wealthy private individuals and institutional clients, and employed more than 6,000 people across more than 30 locations in Europe, Asia, the Americas, Australia and the Middle East.
The choice of Addepar also highlights the growing importance of data consolidation in wealth management technology spending. Platforms that combine portfolio, market and client data are increasingly used to support discussions on investment performance, risk exposure and planning across generations, jurisdictions and currencies.
The LGT agreement reinforces Addepar's position in the UK and the wider Europe, Middle East and Africa region. Its business spans investment management workflows across a broad range of firms, from private banks to advisers, and it integrates with hundreds of software, data and consulting partners.
Peter O'Brien, Chief Revenue Officer at Addepar, said the partnership supports LGT's advisory model and service standards. "LGT Wealth Management UK has a strong reputation for client service and long-term stewardship," he said. "We are pleased to support LGT's continued investment in the tools and expertise that underpin high-quality advice, enabling wealth managers to use the data they need to deliver clear, personalised insight and build trusted client relationships."