LGT WEALTH MANAGEMENT US LIMITED - Profile & Financials

Accounts Submitted 17 Sept 2025

Confirmation Statement Submitted 18 Dec 2024

Net assets £1.50M £1.14M 2024 year on year

Total assets £5.90M £78.33K 2024 year on year

Total Liabilities £4.40M £1.06M 2024 year on year

Charges None No charges registered

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Contact & Details

Contact

Update Details

Registered Address

14 Cornhill London EC3V 3NR

Telephone

0203 207 8000

Website

lgtwm-us.com

Credit Report

Discover LGT WEALTH MANAGEMENT US LIMITED's Credit Score, limit, and payment likelihood.

Mutual Companies

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Financials

Period 1 Jan → 31 Dec 2024

Type Total Exemption Full

Next accounts 31 December 2025

Due by 30 September 2026 9 months

Net Assets, Total Assets & Total Liabilities (2015–2024)

Cash in Bank

£3.93M

Decreased by £392.39k (-9%)

Net Assets

£1.50M

Decreased by £1.14M (-43%)

Total Liabilities

£4.40M

Increased by £1.06M (+32%)

Turnover

£7.23M

Increased by £1.42M (+24%)

Employees

Increased by 4 (+18%)

Debt Ratio

75%

Increased by 19 (+34%)

Financial History

Revenue, profit, EBITDA and key financial figures

	2024 Dec Year End	2023 Dec Year End
P&L
Revenue	£142.3M	£128.7M
Gross Profit	£48.2M	£43.1M
Operating Profit	£22.4M	£19.8M
Net Profit	£18.1M	£15.9M
EBITDA	£31.5M	£28.2M
Assets
Cash	£24.7M	£21.3M
Total Assets	£89.4M	£82.1M
Liabilities
Total Liabilities	£45.2M	£41.8M
Key Metrics
Employees	1,247	1,156

Latest Revenue

£142.3M

Latest EBITDA

£31.5M

Cash Position

£24.7M

Funding

Fundraising & Grants

No fundraising or grants recorded

Investors (0)

No investor information available

Share Capital

Share allotments and capital structure

9 Allotments 4,581 Shares £43.51m Total

Date From	Share Class	Shares Allotted	Amount Raised	Price/Share
30 Jan 2025	B ORDINARY	1,500	£1.50m	£1k
28 Nov 2023	B ORDINARY	1,500	£1.50m	£1k
8 May 2019	B ORDINARY	1,000	£1k	£1k
19 Mar 2013	B ORDINARY	160	£160k	£1k
13 Mar 2013	B ORDINARY	110	£12.10m	£110k

Officers

7 active 12 resigned

Show resigned officers

						Status
Benjamin James Snee	Director	British	England	51	11 May 2015	Active
Heinrich Henckel Von Donnersmarck	Director	Swiss	Switzerland	64	29 Jul 2024	Active
Natasha Ponzecchi	Secretary	Unknown	Unknown	—	20 Jun 2023	Active
Paul David Nixon	Director	British	United Kingdom	45	22 Jun 2012	Active
Stephan Tanner	Director	Swiss	Switzerland	61	12 Feb 2021	Active
Steven John Payne	Director	British	England	45	24 Sept 2018	Active
Susan Ward	Director	British	England	60	9 Aug 2023	Active

Shareholders

Shareholders (4)


Lgt Uk Holdings Limited	0.0%	1	A Ordinary	18 Dec 2024
Lgt Wealth Management Uk Llp	0.0%	0	B Ordinary	18 Dec 2024
Lgt Wealth Management Uk Llp	0.0%	0	A Ordinary	18 Dec 2024

Persons with Significant Control

Persons with Significant Control (1)

1 Active 1 Ceased

Lgt Uk Holdings Limited

United Kingdom

Active

Notified 25 Jul 2024

Nature of Control

Ownership Of Shares 75 To 100 Percent
Voting Rights 75 To 100 Percent
Right To Appoint And Remove Directors

Lgt Wealth Management Uk Llp

Ceased 25 Jul 2024

Ceased

See All Controllers

Group Structure

LGT UK HOLDINGS LIMITED united kingdom

LGT WEALTH MANAGEMENT US LIMITED Current Company

Charges

No charges registered

Documents

Company Filings

Date	Category	Description	Document
17 Sept 2025	Accounts	Annual accounts made up to 2024-12-31	View(30 pages)
27 Feb 2025	Capital	Allotment of shares (GBP 7,501) on 2025-01-30	View(3 pages)
18 Dec 2024	Confirmation Statement	Confirmation statement made on 2024-12-14 with updates	View(4 pages)
3 Sept 2024	Accounts	Annual accounts made up to 2023-12-31	View(25 pages)
13 Aug 2024	Officers	Change Person Secretary Company With Change Date	View(1 page)