Rebecca has been with LGT Wealth Management since 2018, where she plays a key role in shaping the firm’s strategy for US-connected clients. She specialises in fostering strategic collaborations with professional intermediaries, including lawyers, accountants, trust companies, and investment consultants, to enhance the firm’s offerings in the US-connected market. Working closely with international private client advisers mainly across the UK and US.
Rebecca is dedicated to building enduring partnerships. With a deep understanding of the unique needs of US-connected clients, she works alongside a specialised team to deliver personalised, thoughtful solutions, firmly believing that successful outcomes are built on strong adviser relationships.
LGT was founded on integrity: the belief that championing our clients’ interests, over and above a relentless drive for profit at all costs, was the right thing to do. Our business was set up specifically to help clients with personal and financial connections to the US, at a time when other UK-based wealth managers were retreating from this space. We believe that a global perspective is the best way to achieve our clients' goals, so our highly specialised wealth management service takes into account the tax and investment constraints US connected investors face. Our expertise means that we can help implement strategies that are tax efficient for US connected clients and we provide full US tax reporting. We are authorised and regulated by the FCA in the UK and a Registered Investment Adviser with the SEC in the US.
Wealth management is about building lasting partnerships and we strive to exceed our clients’ expectations, whether they reside in the US, UK or overseas. As part of LGT Group, one of the last family-run private banks, we are able to leverage the support of our forward-thinking owners, the Princely Family of Liechtenstein, as we seek out new ways to improve our client experience.
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