
Portfolio Manager / Associate Portfolio Manager
1w1 week agoLGT
London, GB · Full-time · £70,000 – £110,000
About this role
LGT Wealth Management UK LLP is a UK-based partnership wholly owned by the private banking group LGT. The firm manages over thirty billion pounds in assets with around seven hundred staff and maintains a head office in London plus regional offices. The Central Investment Team delivers model-based and bespoke discretionary portfolio services aligned to house views for private clients.
Day-to-day work centres on managing portfolios, implementing trades, and maintaining model allocations while handling ad-hoc cash management. Team members contribute portfolio and market analysis both proactively and on request, taking ownership of tactical positions and supporting the investment committee process.
The team operates within a broader business unit focused on high net worth clients, providing portfolio management, investment analysis and relationship support. Long-standing client relationships position the group as trusted advisors, with full integration into central research and various investment committees.
Core values of belonging, respect, integrity, conviction and entrepreneurship underpin a culture that encourages individuals to generate and implement ideas strengthening the business. The role offers scope to develop written and verbal investment communications while assisting new business acquisition.
Requirements
- Experience contributing to discretionary portfolio management for private clients
- Ability to deliver written and verbal investment communications
- Strong portfolio and market analysis skills
- Familiarity with investment committee processes and materials preparation
- Competence in implementing trades and maintaining model portfolios
- Understanding of house view implementation across bespoke and model mandates
Responsibilities
- Contribute written portfolio strategy communications for monthly and quarterly investment output
- Assist in the creation of outlook and portfolio strategy slides on a periodic basis
- Present portfolio and market analysis at monthly internal meetings
- Provide portfolio and market analysis both proactively and on request
- Take ownership of a portfolio tactical position and provide analysis for clients and the investment committee
- Assist in the creation of materials for the investment committee
- Monitor and maintain a list of portfolios including daily cash management and model change trades
- Manage tailored client criteria within portfolios in line with house views
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