Philip Andrew Beard
Portfolio Manager-Equities at LGT Wealth Management UK LLP
Profile
Mr. Philip A.
Beard is a Partner & Investment Manager at LGT Wealth Management UK LLP.
He joined LGT in 2008 having previously held the position of Associate Director at UBS.
Mr. Beard works predominantly with entrepreneurs, senior executives, and their families helping them with the management of their investments.
He works closely with the Wealth Planning team to help clients structure assets in the most tax efficient way, in accordance with long-term objectives.
He started his career at Laing & Cruickshank 24 years ago.
Mr. Beard is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Philip Andrew Beard active positions
| Companies | Position | Start |
|---|---|---|
LGT Wealth Management UK LLP
 LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Portfolio Manager-Equities | 01/08/2008 |
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| Private companies | 1 |
|---|---|
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT Wealth Management UK LLP (LGT WM UK) is the wealth management subsidiary of LGT UK Holdings Ltd., which is owned by LGT Group Foundation (LGT) in Liechtenstein. Previously known as Vestra Wealth LLP and as LGT Vestra LLP, the firm was founded in 2007 by Matthew Evans, Andrew Sims, David Scott and Ben Snee. In June 2016, LGT owned by the Princely Family of Liechtenstein took a majority stake in the firm, primarily from external investors in the firm. In October 2020, LGT completed the acquisition by buying the remaining equity previously held by the executive partners of LGT WM UK. Headquartered in London, LGT WM UK provides wealth management services to private clients, companies, trusts, charities and financial intermediaries based predominately in the UK and the European Economic Area (EEA). | Finance |
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