People Moves
Who's Moving Where In Wealth Management? – LGT Wealth Management
The latest moves and appointments in wealth management roles in the UK, the rest of Europe, the Middle East and other select locations.
LGT
Wealth Management, the UK business that is part of
Liechtenstein’s LGT
Group, has appointed former Quilter Cheviot figure Olivia
Wingrove as portfolio manager.
In her previous job, Wingrove spent five years as an investment
manager within the managed portfolio services investment team.
She is a CFA Charterholder and also holds the CFA Certificate in
ESG Investing, having worked as a responsible investment champion
during her time at Quilter Cheviot.
Joining the Intermediary Investment Services team, headed by
Phoebe Stone, Wingrove will be responsible for the international
model portfolio service, a range of 10 risk-rated model
portfolios and a strategic income solution, ranging from
defensive through to adventurous. The service also includes a
range of sustainable international model portfolios. The iMPS is
invested globally, is “tax wrapper neutral” and is run in
euros, dollars and sterling. This service provides
investment solutions for financial advisors with international
clients, an area in which the firm is seeing significant
growth.
The firm employs 458 staff and has offices in London, Bristol,
Edinburgh, and Jersey. As at 30 September 2022, LGT Wealth
Management managed assets of £20.8 billion ($20.4 billion) for
private individuals and institutional clients.
