LGT Wealth Management US Limited

Reference number: 585547

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When lgtwm-us.com first appeared online, and whether it can receive email
  • What kind of line 020 3207 8000 is, and the 2 other firms that give it
  • Who else gives the postcode EC3V 3NR
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Other names (3)

If you were contacted under any of these names, it is this firm.

  • LGT Vestra US Limited Former name
  • Vestra US Wealth Management Limited Former name
  • LGT Vestra US Former trading name

FCA permissions and consumer protection

  • Hold or safeguard your money · Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (9 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Arranging safeguarding and administration of assets
  • Credit Broking
  • Dealing in investments as agent
  • Making arrangements with a view to transactions in investments
  • Managing investments

Limits on what they may do

  • This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
06455240
Company status
Active
Company type
Private limited company
Incorporated
17 December 2007 (18 years old)
Registered office
Matches the FCA register address ✓
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Directors and company secretaries

Name Role Born Appointed Other companies
Paul David Nixon Director Jun 1980 22 Jun 2012 None
Benjamin James Snee Director Jun 1974 11 May 2015 9 other companies
Steven John Payne Director Dec 1980 24 Sep 2018 None
Stephan Tanner Director Aug 1964 12 Feb 2021 None
Susan Ward Director Jun 1965 9 Aug 2023 None
Heinrich Henckel Von Donnersmarck Director Nov 1961 29 Jul 2024 None
Natasha Ponzecchi Secretary Not published 20 Jun 2023 –

Other companies run by these 6 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
9
closed down
1
are FCA-registered
2

In the full report: all 9 companies, named

  • What each company does, and whether it is still trading
  • Which of these 6 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 2 on the FCA register
  • All 15 people who have ever been directors, with their dates
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Key dates in its history

LGT Wealth Management US’s history from the FCA register and Companies House, newest first.

Key events (12) All events (41)

2024

25 July 2024

  • Lgt UK Holdings Limited took control (75–100% of shares)
  • Lgt Wealth Management UK LLP gave up control

Companies House

2022

31 March 2022

  • Changed its registered name from "LGT Vestra US Limited"

FCA register

2016

18 June 2016

  • Changed its registered name from "Vestra US Wealth Management Limited"

FCA register

6 April 2016

  • Lgt Wealth Management UK LLP took control (75–100% of shares)

Companies House

2013

2 April 2013

  • Regulated by the FCA from this date
  • FCA imposed a requirement (May control but not hold client money & Assets)
  • Became authorised by the FCA

FCA register

31 March 2013

  • No longer regulated by the Financial Services Authority

FCA register

11 February 2013

  • Regulated by the Financial Services Authority from this date

FCA register

2012

10 July 2012

  • Board replaced: both directors left and 5 new directors took over

Companies House

2007

17 December 2007

  • Incorporated at Companies House

Companies House

In the full report: all 41 events

  • All 41 events in its history (12 shown here)
  • Every director appointment and resignation: 24
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Firms connected to LGT Wealth Management US

Other FCA-listed firms that share a director, phone number or address with LGT Wealth Management US. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
2
share a director
1
share its phone number
2

In the full report: all 2 connected firms, named

  • How each is linked: shared directors (1), the same phone number (2), the same postcode (2)
  • Who links each one: the named directors, with dates
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Firms like LGT Wealth Management US

Other firms of the same type (investment or fund manager), nearest first.

In London

UBS Asset Management (UK) LtdLondonAuthorisedUBS Asset Management Funds LtdLondonAuthorisedRevolut Trading LtdLondonAuthorisedBlackRock Advisors (UK) LimitedLondonAuthorisedBlackRock Fund Managers LimitedLondonAuthorisedBlackRock Investment Management (UK) LimitedLondonAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on LGT Wealth Management US

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 9 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • All 41 events in its history
  • 2 connected firms, named, and who links them

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Frequently asked questions about this firm

Is LGT Wealth Management US Limited FCA authorised?
Yes, LGT Wealth Management US Limited (FRN 585547) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since April 2013 and works as an investment or fund manager. The FCA has placed a limit on what it may do.
What is LGT Wealth Management US’ phone number and website?
The FCA register lists the phone number 020 3207 8000 and the website lgtwm-us.com for LGT Wealth Management US. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 2 other FCA firms.
Is LGT Wealth Management US a scam or clone?
LGT Wealth Management US is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with LGT Wealth Management US?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about LGT Wealth Management US to the Financial Ombudsman Service, free of charge.
Who owns LGT Wealth Management US?
LGT Wealth Management US is owned by Lgt UK Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 25 July 2024. Before that, it was controlled by Lgt Wealth Management UK LLP.
Who runs LGT Wealth Management US?
Companies House lists 6 directors of LGT Wealth Management US: Paul David Nixon, Benjamin James Snee, Steven John Payne, Stephan Tanner, Susan Ward and Heinrich Henckel Von Donnersmarck.
How long has LGT Wealth Management US been in business?
The company was formed on 17 December 2007, and has held its current FCA authorisation since April 2013.
Does LGT Wealth Management US use any other names?
It has previously used 3 other names: LGT Vestra US Limited, Vestra US Wealth Management Limited and LGT Vestra US.

Sources and links

The full report on LGT Wealth Management US Limited

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