LGT Vestra is one of the few global wealth management firms in private ownership. Founded in 2008, it is a UK-based partnership between LGT, wholly owned by the Princely Family of Liechtenstein, and the executive partners. The private ownership ensures financial stability which enables it to adopt a long-term approach to client relationships and investment decisions. As the firm is run by entrepreneurs, it is best placed to understand the issues and the investment perspective of fellow entrepreneurs and thus guide them through their financial requirements both before and after exit.
Their fresh approach to wealth management, by refusing to take third party commissions enabled them to build a strong reputation for openness and transparency. This has led to a growth in assets under management to £8.3billion at the end of April 2017. It employs 240 members of staff and has 40 partners.
Merrill Corporation provides technology-enabled platforms and workflow solutions supporting secure content collaboration and multi-channel fulfilment for capital markets transactions, compliance and regulated communications and marketing. Clients trust Merrill’s premium service delivery, innovative cloud-based applications and deep subject expertise to successfully navigate the secure sharing of their most sensitive content, perfect and distribute critical financial and regulatory disclosures, and create customized communications across stakeholders. With more than 3,800 people in 47 locations worldwide, clients turn to Merrill when their need to manage complex content intersects with the need to collaborate securely around the globe.
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