LGT Wealth Management US expands team and promotes new Head of Wealth Planning

Date: 27 Jan 2023

Vicente Luckina Bunn

LGT Wealth Management US has made three new appointments and promoted Swaati Osborne to Head of Wealth Planning as it strengthens its in-house dedicated wealth planning services in the US.

Swaati Osborne

LGT Wealth Management US specifically supports clients with personal and financial connections to the US with cross-border planning complexities, leveraging deep knowledge of the UK and US tax systems to provide effective tailored solutions wherever the client resides.

The new hires and promotion further strengthen the US business. New Head of Wealth Planning Swaati Osborne joined LGT Wealth Management in 2019 as a Wealth Manager and started working with the US business in 2021. Having worked in the financial services industry for over 15 years, Swaati is a Chartered Financial Planner, a Chartered Member of CISI, and is also a Fellow of the Personal Finance Society. Swaati will be supported by new joiner Trainee Wealth Planner Daniel Zeitoun, who joins from UBS in North Carolina where he was a financial advisor for three years, advising US domestic individuals, and specialising in retirement and investment planning.

Also new joiners to the business are Sean McCrory as Wealth Manager and Amy Hill as Assistant Wealth Manager. Sean joins from Morgan Stanley where he was a Private Wealth Advisor; he was previously at J.P. Morgan for nine years where he was a Private Banker based in Colorado. Amy joins with over 10 years’ experience working in private wealth management with high-net-worth clients across Asia, Europe, UK and US with Fidelity.

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