The latest moves and appointments at LGT Wealth Management, a UK wealth manager.
LGT Wealth Management has appointed Elliott O’Brien as head of business transformation to support the business as it develops digital innovation strategies to meet the needs of its client base, its advisor partners and the growth of the business.
O’Brien, a partner at LGT Wealth Management, reports to CEO Ben Snee.
As head of business transformation – a newly-created position – he will work with Simon Boyley, head of technology, to shape and deliver the firm’s digital strategy, the firm said in a statement.
O’Brien, who brings 10 years of client-facing experience as an investment manager, joined the company in 2017 from HSBC Private Bank where he was a relationship manager.
Snee said: “We pride ourselves on our dedication to the highest levels of personal service in wealth management, complemented by digital capabilities that enhance the client experience and strengthen our relationships.”
Boyley added: “Elliott’s extensive industry experience and appreciation of client needs will be invaluable as we work towards our ambition of embracing digital technology to further enhance our personalised approach. His appointment represents a coming together of business expertise and technology know-how.”
LGT Wealth Management UK is a UK-based wealth management partnership which provides a range of investment management, wealth planning and private investment office services, with offices in London, Bristol, Edinburgh, and Jersey. It is part of LGT, a leading international private banking and asset management group, controlled by the Liechtenstein Princely Family for over 90 years.