LGT Wealth Management UK adopts Addepar platform

Core Insights - LGT Wealth Management UK has selected Addepar, a data and AI platform, to enhance its front-office and client service teams [1] - The integration aims to provide clearer and more tailored client reporting [1] Group 1: Technology Integration - Addepar's platform will work alongside LGT's existing technology, managing complex investment portfolios, including multi-currency assets and cross-border investments [2] - The platform supports investment management workflows covering nearly $9 trillion in assets across over 1,400 firms in almost 60 countries [2] Group 2: Client Service Enhancement - The integration is expected to improve discussions about portfolio performance, risk assessment, and long-term financial goals with clients [4] - LGT managed SFr 359.6 billion ($451.6 billion) in assets for private and institutional clients as of June 30, 2025 [4] Group 3: Strategic Focus - LGT Wealth Management UK's decision to adopt Addepar reflects its ongoing investment in technology to meet the evolving needs of clients [5] - The platform will enable wealth managers to deliver personalized insights and maintain high standards of service [5]