LGT WEALTH MANAGEMENT UK LLP

1. LGT WEALTH MANAGEMENT UK LLP 2022-04-01 → present
2. LGT VESTRA LLP 2016-06-17 → 2022-04-01
3. VESTRA WEALTH LLP 2007-11-02 → 2016-06-17
4. GRYPHON WEALTH LLP 2007-06-27 → 2007-11-02

Values shown as filed in the company's annual accounts. — indicates the figure wasn't present under that line item in that period. About these numbers

Margins divide P&L lines by turnover. Gearing is liabilities over total assets. Current ratio is current assets over creditors falling due within one year. Interest cover is operating profit over absolute finance costs. Sector-distribution context coming next.

Accounting basis

IFRS

Reporting scope

Standalone (parent only)

Auditor

KPMG LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The members have prepared the financial statements on the going concern basis as they do not intend to liquidate the LLP or to cease its operations, and as they have concluded that the LLP's financial position means that this is realistic. They have also concluded that there are no material uncertainties that could have cast significant doubt over its ability to continue as a going concern for at least a year from the date of approval of the financial statements ("the going concern period").”

Group structure

1. LGT WEALTH MANAGEMENT UK LLP · parent
   1. LGT Wealth Management Jersey Limited 0% · Jersey
   2. LGT Wealth Management US Limited 0% · UK
   3. Vestra Nominees Limited 100% · UK
   4. Vestra Wealth (Jersey) Nominees Limited 0% · Jersey

Significant events

• “On 30th August 2024, the LGT WM Group went through a restructuring event. The impact of this was that the shares of LGTWMUS and LGTWMJER businesses were transferred from the LLP to the Parent entity of the LGT WM Group, LGT UK Holdings Limited.”
• “On 24 February 2022, Russia began an invasion of Ukraine in a major escalation of the Russo-Ukrainian conflict that began in 2014. The events are being monitored on an ongoing basis, with an internal LGT Group-wide task force set up to handle all matters. LGT WM are continuously monitoring the risks for our clients, our investments and LGT as a company and are identifying any action that needs to be taken. The below going concern statement is not affected by this event and the LLP's financial viability is also unaffected.”

Auditor, going-concern and subsidiary information is drawn from the narrative of the latest annual accounts. About these numbers

Filings

13

last 12 months

Capital events

0

last 24 months

Officers appointed

1

last 12 months

Officers resigned

1

last 12 months

Direct counts from the register. No score, no rating — see the Filing timeline for the underlying events.

• Turnover

  +23.6%

  £118,124,172 → £146,021,955

• Cash

  —

  Not reported

• Net assets

  —

  Not reported

• Employees

  +40.7%

  413 → 581

• Operating profit

  -3.4%

  £8,642,879 → £8,350,410

• Profit before tax

  -5.8%

  £9,800,712 → £9,237,122

• Wages

  +38.7%

  £37,883,096 → £52,529,290

Each % is (latest − prior) ÷ |prior| for the line item as filed. The comparison is only shown when the latest and prior accounts cover broadly equal-length periods — short or long stubs (typical around incorporation or a year-end change) are suppressed rather than misrepresented. Lines a company doesn't report are omitted. About these numbers