LGT adds manager to bespoke model portfolio team

The service currently has more than £3bn in assets

William James, portfolio manager, LGT Wealth Management


LGT Wealth Management has appointed William James as a portfolio manager within its intermediary investment services team.

He joins from Square Mile Investment Consulting & Research where he was an investment manager, and will work on LGT’s bespoke model portfolio service.

At Square Mile, James was part of a team managing £2.7bn of client assets and acted as joint manager on it range of sustainable models. He was also a member of the tactical asset allocation committee with a particular focus on emerging markets, Japan and Asia Pacific. Prior to this he was a client relationship manager for four years at Natixis Investment Managers.

LGT described its bespoke model portfolios service as ‘a core part of the business for over a decade’. It enables financial advisers to partner with LGT Wealth Management to provide a discretionary investment service to their clients, across a range of objectives and risk appetites. It currently has more than £3bn in assets.

Phoebe Stone, head of intermediary investment services, commented: “We have seen significant growth over the past year, and it is great to welcome talent such as William to the team to continue our trajectory. BMPS is a core proposition for us, and it is key that we continue to build a team with strong relationship management skills, as well as expertise in investment management to deliver the best experience for Financial Advisers and their clients.”

James added: “LGT Wealth Management has an outstanding reputation and paved the way for BMPS in the UK. I look forward to learning from the most experienced BMPS team in the market and using my own skills and experience to further its success.”

LGT Group manages circa £245bn for private individuals and institutional clients.

See also: Brooks responsible investment head lands at LGT


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