Wealth management firms are increasingly investing in advanced portfolio data platforms as client portfolios expand across private markets, global securities, and multiple currencies. Modern advisers require real-time insights and unified reporting tools to manage complex assets and deliver clearer investment guidance to high-net-worth and institutional investors.
In a move to address the increasing complexity of global investment portfolios, LGT Wealth Management UK has officially selected Addepar to power its front-office operations and client servicing functions. The partnership marks a significant step in LGT’s strategy to provide ultra-high-net-worth and institutional clients with real-time, granular insights across diverse asset classes, including private markets, liquid securities, and cross-border holdings. Deploying Addepar’s consolidated data layer ensures the firm moves away from fragmented reporting and toward a unified, single-pane-of-glass view of client wealth.
As wealthy investors increasingly diversify into alternative assets and international markets, wealth managers are facing immense pressure to deliver transparency and consistency. Addepar’s platform solves this by aggregating disparate data sources across multiple currencies and geographies into a standardised interface. This allows LGT’s advisers to transition from manual data reconciliation to insight-led engagement, enabling them to translate complex portfolio performance into actionable advice during client interactions.
John Jopp, Head of Front Office at LGT Wealth Management UK, stated that the partnership aligns with the firm’s commitment to meeting evolving client requirements. He emphasised that as portfolios become more intricate, access to the Addepar platform will be essential to maintaining a high standard of personalised service and delivering the clear insights modern investors demand. This modernisation of the front office is a key lever for LGT as it seeks to differentiate itself through superior service and advisory-led models.
From a strategic perspective, the deal reinforces Addepar’s position as a dominant infrastructure provider in the EMEA region. The firm, which already supports over 1,400 institutions and processes nearly $9 trillion in assets globally, is increasingly being tapped by European wealth managers looking to scale their operations. Peter O’Brien, Chief Revenue Officer at Addepar, noted that firms are prioritising tools that strengthen long-term relationships by turning raw data into meaningful client narratives.
The move reflects a wider industry trend where the tech stack is no longer just a back-office concern but a primary competitive advantage for the front office. The automation of the heavy lifting of data normalisation frees LGT’s advisers to focus on high-value activities, such as estate planning and tax-efficient reinvestment strategies. As the wealth management sector shifts toward more holistic, data-driven advisory services, the ability to provide real-time transparency is becoming a baseline expectation rather than a luxury.
Throughout 2026, LGT intends to further integrate the platform’s reporting capabilities into its client-facing portals, ensuring that investors have 24/7 access to their performance metrics. This milestone confirms that the future of UK wealth management lies in the convergence of high-touch human expertise and high-performance data infrastructure. For LGT, the partnership provides the scalable foundation needed to navigate a volatile global economy while keeping its clients’ long-term goals in clear focus.
Key takeaways
- LGT Wealth Management UK has partnered with Addepar to modernise its front-office technology stack
- The platform will provide a consolidated view of client portfolios across multiple asset classes and jurisdictions
- Enables advisers to analyse complex portfolios including private markets and international investments
- Replaces fragmented reporting systems with a unified data infrastructure for portfolio insights
- Supports real-time performance analysis and improved client servicing capabilities
- Addepar currently powers portfolio data and reporting for over 1,400 institutions managing nearly $9 trillion in assets
- Reflects a broader industry shift toward data-driven advisory models in wealth management
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