LGT Wealth Management

LGT Wealth Management has a dedicated Charities Team in Scotland ready to help you achieve your investment objectives. From our office in Edinburgh, we are ideally placed to provide you with a personal service.  Alongside their day jobs, many within the Charities Team are charity board or finance committee members. This gives them a very hands-on understanding of the investment policy and governance responsibilities of charity trustees in Scotland.  

Offer to ACOSVO Members and CNS participants:

Our support for ACOSVO members includes the offer of a free one-hour workshop with our Charities Specialist, Julie Hutchison. Perhaps your board is reviewing its investment policy and governance arrangements? Or you might be wrestling with questions about ESG/ethical investment criteria? Julie can help you start writing your first investment policy statement and assist with your approach to selecting ethical screening criteria.

We look forward to working with you, offering our award-winning combination of investment excellence, exceptional personal service and charity sector expertise. *

* Charity Times Award 2016

For more information, please visit https://www.lgtwm.com/