Our company Values we build on

We are majority owned by LGT Group, a leading international private banking and asset management group. Fully controlled by the Liechtenstein Princely Family, LGT Group places a strong focus on creating value today and for future generations.

LGT Corporate Movie

We are LGT

Forward-looking for generations

Our core values

At LGT Wealth India, we understand that investment decisions are shaped by a blend of facts, hopes, fears, and dreams. Recognizing the social and human dimensions of wealth, our approach goes beyond rationality to explore the emotional nuances of your financial journey. Together, we share a desire to understand your wealth planning needs deeply. Our commitment transcends transactions, aiming to empower you to bring your unique aspirations to life. Welcome to a relationship where turning your dreams into reality is our shared objective.

Relentless relevance

Our pursuit – ensuring that all that we do for our customers and our internal teams is relevant, giving them a differentiated experience. We don’t entertain paperwork, phone calls, visits, or product proposals without them being relevant to you.

In-depth

Our mode of working – building strong and deep relationships with you. We are not a provider, we don’t lie, and we listen to you and deliver solutions that address your needs.

Experience

Our benchmark – enabling consistent, well-rounded experience across multiple touchpoints, serving you across the entirety of your financial life.

Transparency

Our way of life – no hidden agendas and we mean what we say. We are transparent in our fees, documentation, compensation structure, ESOPs and aligned to your needs.

Entrepreneurial mindset

Our frame of mind – treating LGT Wealth India as his or her own business, working towards a common goal- being accountable and taking responsibility for all actions.

LGT Wealth India key figures

  • 200+

    Employees

  • 16

    Office locations in India

  • 2.0 bn

    Client assets under management in USD

  • 2 700+

    Active relationships

LGT Group’s key figures (as of 31st December 2023)

Our long-term perspective and risk-conscious approach are major selling points for new clients, especially - but not only - in times of economic and geopolitical turbulence. As an international private bank, we appeal to clients who are looking for a reliable and trustworthy partner to take care of their financial affairs. Our tradition of innovation and access to exclusive investment opportunities also make our service offering interesting to entrepreneurs and active investors.

  • 316.0 bn

    Client assets under management in CHF

  • 375.3 mn

    Net profit in CHF

  • 25+

    Locations worldwide

  • 5 600+

    Employees worldwide

Vaduz Castle in Liechtenstein

LGT Group publications

Our LGT Group brochure gives you a clear look at our services and values. For a detailed analysis of our performance, explore our Annual Report, where numbers tell the story of our commitment to sustainable growth and client success.

LGT Wealth India in the media

The Economic Times

$8 trillion & counting! How Family Offices have grown and their impact on the investment world

19th June 2024 - Family offices, rooted in ancient Roman households, have evolved into sophisticated entities managing vast wealth across generations. Originating with industrial tycoons like the Rockefellers, these offices now navigate diverse investments, from listed to private sectors, while ensuring seamless wealth transfer and fostering social impact and philanthropy.

Citywire Asia

LGT Wealth India CEO: I’d be disappointed if we have less than 50% AUM growth

24th May 2024 - India's robust economic growth is expanding opportunities for wealth managers, both local and foreign. LGT Wealth India, formed from the acquisition of Validus Wealth in 2019, saw assets under management grow by 65% to $2.4bn in 2023, with a 15% increase in revenue. CEO Atul Singh anticipates further growth through aggressive hiring strategies.

Paisa Vaisa

Secrets to Sustaining Wealth Across Generations with Nimish Shah

27th May 2024 - In this episode of Paisa Vaisa, Anupam Gupta explores generational wealth with Nimish Shah from LGT Wealth India. They discuss how wealthy families navigate fortune management, the "third generation curse," and the critical role of succession planning. The conversation covers strategies for consolidating wealth, making informed decisions, and sustaining family legacies through effective investments.

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