LGT Wealth Management US Limited
Reference number: 585547
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Identity
Check their details
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Verified website
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Verified phone number
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Verified address
14 Cornhill, London, EC3V 3NR, United Kingdom
Company details
From the company's Companies House record.
- Company number
- 06455240
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 17 December 2007 (18 years old)
- Registered office
- Matches the FCA register address ✓
- Nature of business
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- Financial intermediation not elsewhere classified (SIC 64999)
Current directors and secretaries
| Name | Role | Born | Appointed |
|---|---|---|---|
| Paul David Nixon | Director | Jun 1980 | 22 Jun 2012 |
| Benjamin James Snee | Director | Jun 1974 | 11 May 2015 |
| Steven John Payne | Director | Dec 1980 | 24 Sep 2018 |
| Stephan Tanner | Director | Aug 1964 | 12 Feb 2021 |
| Susan Ward | Director | Jun 1965 | 9 Aug 2023 |
| Heinrich Henckel Von Donnersmarck | Director | Nov 1961 | 29 Jul 2024 |
| Natasha Ponzecchi | Secretary | Not published | 20 Jun 2023 |
Activities and protection
What they can do, and how you are protected
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Lend or arrange credit No FSCS coverConsumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
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- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Credit Broking
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Track record
FCA actions and complaints
No FCA disciplinary action, and no complaints recorded with the Ombudsman.
Previously registered as
The FCA register holds 2 earlier registered names for this firm. A registered name changes when a firm rebrands, and a partnership's changes whenever its partners do.
- LGT Vestra US Limited
- Vestra US Wealth Management Limited
Names it no longer trades under
This firm has retired one trading name. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.
Show the retired name
- LGT Vestra US
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