LGT Wealth Management further strengthens its proposition for advisers with a new Portfolio Manager
LGT Wealth Management has appointed Lewis Gregory to its Model Portfolio Service (MPS) team to strengthen the firm’s Intermediary Investment Services proposition.
LGT Wealth Management has appointed Lewis Gregory to its Model Portfolio Service team, as Portfolio Manager, to further strengthen the firm’s Intermediary Investment Services proposition.
LGT Wealth Management, a pioneer in Model Portfolio Services (MPS), has seen significant growth within the market since launching the proposition to advisers in 2009. Partnering with advisers to help meet their clients’ investment objectives is a key focus of the Intermediary Investment Services proposition and since inception, the MPS has provided high-quality, actively managed, risk-rated investment portfolios, fully diversified across asset classes and geographies.
Lewis was previously an Investment Manager at Mercer Private Wealth where he was responsible for managing multi-asset portfolios and goal-orientated portfolios for UK based High Net Worth individuals. He was also a member of Mercer Private Wealth’s Tactical Asset Allocation investment committee and Investment Policy Group. Prior to this, he started his career at Quilter Cheviot Investment Management where he was a Junior Investment Manager.
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