LGT Wealth Management UK selected Addepar to support front-office and client-service teams across its UK business, according to a joint company release on PR Newswire dated 25 March 2026.
The platform is to integrate with LGT's existing systems for tailored client reporting and consolidated, client-ready multi-asset portfolio views. Complexity drivers cited included multi-currency holdings, cross-border investments and private-markets exposure. John Jopp, head of front office at LGT Wealth Management UK, said: "Our decision to work with Addepar reflects our ongoing investment in technology. As client needs and portfolios become more complex, access to Addepar's best-in-class platform will help us continue to deliver clear insight and maintain a consistently high standard of personalised service." Peter O'Brien, chief revenue officer at Addepar, framed the work as supporting data-driven advice and trusted client relationships.
Contemporaneous coverage noted LGT Group managed CHF 359.6 billion as of 30 June 2025. Addepar restated scale of more than 1,400 firms in about 60 countries on nearly US$9 trillion. Named-customer scope and AUM figures are as stated by the parties; AI-360 has not independently verified the UK rollout.