LGT Wealth Management taps Addepar to streamline client servicing

By Vriti Gothi

LGT Wealth Management UK has selected Addepar to support its front-office operations and client servicing functions, reflecting a broader shift among wealth managers towards integrated data platforms to manage increasingly complex portfolios.

The deployment across LGT’s UK business is aimed at enhancing client reporting and enabling more tailored, insight-led engagement. Addepar’s platform will provide a consolidated data layer that integrates with existing systems, allowing wealth managers to access unified views of client portfolios spanning multiple asset classes, currencies, and geographies, including private market investments.

As portfolio complexity grows—driven by cross-border exposure and diversification into alternative assets—wealth managers are under increasing pressure to deliver transparent, real-time insights. Platforms such as Addepar are positioned to address this by aggregating disparate data sources into a single interface, enabling more informed decision-making and consistent client communication.

John Jopp, Head of Front Office at LGT Wealth Management UK, said the partnership aligns with the firm’s ongoing investment in technology to support evolving client requirements. “As client needs and portfolios become more complex, access to Addepar’s platform will help us continue to deliver clear insight and maintain a consistently high standard of personalised service,” he said.

From Addepar’s perspective, the partnership underscores continued demand for data-centric infrastructure within wealth management. Peter O’Brien, Chief Revenue Officer at Addepar, noted that firms are increasingly prioritising tools that enable advisers to translate data into actionable client insights and strengthen long-term relationships.

The move highlights a wider industry trend in which wealth managers are modernising front-office capabilities to support advisory-led models. As firms compete on service differentiation rather than product alone, the ability to deliver granular, data-driven insights is becoming a key strategic lever.

Addepar, which supports over 1,400 firms across nearly 60 countries and processes close to $9 trillion in assets, continues to expand its footprint in Europe, the Middle East and Africa, positioning itself as a core data infrastructure provider for wealth and asset management firms seeking to scale personalised advisory services.