LGT WEALTH MANAGEMENT US LIMITED

• ◆

  1 PSC ceased in last 24 months

  Significant control changed hands — see the Ownership section.

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

• Turnover

  +24.4%

  £5,816,340 → £7,234,749

• Cash

  -9.1%

  £4,318,312 → £3,925,922

• Net assets

  -43.2%

  £2,633,698 → £1,495,700

• Employees

  +18.2%

  22 → 26

• Operating profit

  -15.1%

  -£989,048 → -£1,137,998

• Profit before tax

  -15.1%

  -£989,048 → -£1,137,998

• Wages

  +22%

  £3,774,390 → £4,603,230

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

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.

1. LGT WEALTH MANAGEMENT US LIMITED 2022-03-31 → present
2. LGT VESTRA US LIMITED 2016-06-17 → 2022-03-31
3. VESTRA US WEALTH MANAGEMENT LTD 2012-05-10 → 2016-06-17
4. VESTRA SOLUTIONS LTD 2007-12-17 → 2012-05-10

Accounting basis

IFRS

Reporting scope

Standalone (parent only)

Auditor

KPMG LLP

Audit opinion

Unqualified (clean)

Going concern

Affirmed

“The directors have prepared the financial statements on the going concern basis as they do not intend to liquidate the Company or to cease its operations, and as they have concluded that the Company'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").”

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 the 30th January 2025 there was a capital injection of £1.5m from the parent, LGT UK Holdings Limited with the issuing of 1500 additional shares. This injection is to be used for the working capital of the entity.”

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

Filings

4

last 12 months

Capital events

2

last 24 months

Officers appointed

0

last 12 months

Officers resigned

0

last 12 months

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