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International Service Introduction

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International Service Introduction International service An international reach with an individual focus LGT Vestra is a UK-based wealth management firm and is part of the private banking group LGT, owned by the Princely Family of Liechtenstein. Services for international clients We offer a fully tailored wealth management service delivering specialist advice to international clients and the unique requirements that they have. Our service to you provides access to our best investment thinking, based on your aspirations and attitude to risk. Our expertise in advising international clients has come from many years' experience working with a diverse group of individuals and families. Whatever your requirements, whether investment management, loans (Lombard or real estate), banking or financial advice, we will work with you to tailor a bespoke solution across multiple currencies. Why LGT Vestra? A personalised approach n Key to our approach is an unwavering focus on building lasting and personal relationships with our clients, who are at the heart of what we do. n Our private ownership, coupled with the financial stability of the LGT Group, enables us to take a long-term approach to business decisions, whilst our partnership structure ensures that we are able to maintain our entrepreneurial spirit. Expertly managed portfolios n Our in-house Investment Committee sits at the heart of our investment process, comprising our most experienced Investment Managers and asset class specialists. The views of our Investment Committee reflect our best investment ideas, which are integral to the construction of our clients' portfolios. n We pride ourselves on our impartial advice and a whole of market approach to portfolio management and fund selection. Expertise in Tier 1 (Investor) visa applicants n We offer investment advice to those applying for a Tier 1 (Investor) visa, providing ongoing support throughout the process. n We work alongside our clients' immigration advisers to provide the required letters and documentation to the UK Visa and Immigration Office at initial application, visa extension and Indefinite Leave to Remain stages. n Our administration capabilities enable us to create the correct structures to meet all specialist reporting requirements throughout the application process. International presence with a local foothold n Based in the UK, we are accessible to clients who wish to have a local support team on hand to deal with any queries and for face-to-face meetings. n We have many years of experience in assisting clients with their financial relocation to the UK. LGT Vestra LLP, 14 Cornhill, London EC3V 3NR, Phone +44 (0)203 207 8000, Fax +44 (0)203 207 8001, [email protected], www.lgtvestra.com 1/3 Our capabilities n Discretionary investment management with advisory and execution only services. n Funded and fully segregated investment solutions available. n Custody platforms in multiple jurisdictions: UK, Jersey, Liechtenstein, Switzerland, Singapore and Hong Kong. n Facilitation of lending and mortgage services via the LGT Group or other providers n Via the LGT Group we can also provide: – Annual tax reporting packs for clients resident in the UK, Switzerland, Germany, France, Italy, Spain, Austria and Israel, available at no extra cost to the client and in the local language where requested. – Banking services in Switzerland, Liechtenstein, Singapore and Hong Kong. – Private debt placements for privately owned European companies via LGT Capital Partners. – Withholding tax reclaim service from Liechtenstein and Switzerland. Our international clients include: n UK resident and non-UK domiciled private clients and their families. n Non-UK resident clients. n Non-EU individuals settling in the UK via the Tier 1 (Investor) visa route. n Individuals moving to the UK, becoming UK resident non-UK domiciled. n Internationally mobile entrepreneurs. n UK resident and domiciled clients relocating overseas. n Offshore Trusts and Companies. One point of contact for clients with complex affairs n As part of our bespoke approach, you will have a dedicated Investment Manager as your ongoing point of contact. Where appropriate, we involve internal and external specialists to shape the most suitable wealth solution. n We coordinate effectively with Trustees and external professional advisers, at no extra cost to the client to ensure all portfolios are rigorously managed within the correct tax and legal structures. n We can advise clients on impact investing, a growing area of interest. n We are able to support US connected clients via our specialist subsidiary, LGT Vestra US Limited. Conservative balance sheet and financial stability The LGT Group has one of the strongest balance sheets in the industry with high levels of liquidity and an equity capitalisation significantly above regulatory requirements. LGT Bank has a credit rating of A+ Standard & Poors; Aa2 Moody's. Valentina Tacchino, FCSI [email protected], +44 (0)20 3207 8143 Valentina joined LGT Vestra in September 2017 as Head of International to lead LGT Vestra’s offering for the international client base, building a team and strengthening cooperation with LGT international offices. Valentina spent 5 years at Kleinwort Benson where she set up and developed the International Team looking after UK resident non domiciled clients as well as international clients. Previously she spent 7 years at the London office of Clariden Leu, where she was Head of the UK Resident Non Domiciled Team. Valentina joined Clariden Leu in December 2005 from Schroders Private Banking where she spent 11 years,becoming a Director within the International Team in 2003. Valentina has a first class honours degree in Economics from Bocconi University in Milan; she is also a CISI Chartered Fellow. International service, LGT Vestra LLP 2/3 Important information LGT Vestra LLP is authorised and regulated by the Financial Conduct Authority. Our regulation details are set out in the FCA register: Firm Reference No: 471048 www.fca.org.uk/register. Registered in England and Wales: OC329392. Registered office: 14 Cornhill, London, EC3V 3NR. LGT Vestra (Jersey) Limited is incorporated in Jersey and is regulated by the Jersey Financial Services Commission in the conduct of Investment Business. Registered in Jersey: 102243. Registered office: Charles Bisson House, 30-32 New Street, St. Helier, Jersey, JE2 3TE. LGT Vestra US Limited ("LGT Vestra US") is a registered Company in England & Wales, registered number 06455240. Registered Office: 14 Cornhill, London, EC3V 3NR. LGT Vestra US is authorised and regulated by the Financial Conduct Authority in the United Kingdom and is a Registered Investment Adviser with the Securities & Exchange Commission in the United States. This publication is marketing material. It is for informational purposes only. Certain services described herein are not available to retail clients as defined by the FCA; please speak to your investment adviser for further clarification in this regard. The wording contained in this document is not to be construed as an offer, advice, invitation or solicitation to enter into any financial obligation, activity or promotion of any kind. You are recommended to seek advice concerning suitability from your investment adviser. Any information herein is given in good faith, but is subject to change without notice and may not be accurate and complete for your purposes. This document is not intended for distribution to, or use by, any individual or entities in any jurisdiction where such distribution would be contrary to the laws of that jurisdiction or subject LGT Vestra LLP to any registration requirements. When we provide investment advice it is on the basis of a restricted approach that is to say, whilst we review and advise on retail investment products from the whole of the investment market and can also advise of direct investments, we will not consider your wider financial planning and pension requirements, unless you wish us to do so when we will refer you to one of our wealth planners. Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested. International service, LGT Vestra LLP 3/3.
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