LGT Wealth vs Brown Shipley Usage & Stats
Our LGT Wealth app offers clients the opportunity to view their portfolio information whenever convenient for them, without compromising on security.
Via LGT Wealth, you will benefit from:
- 24/7 access to portfolio valuations, including holdings and cash statements
- 24/7 access to other important documents including valuations, tax packs and contract notes.
- Secure direct messaging and document sharing with your Investment Manager.
Access to the app requires a valid LGT Wealth username, password and two-factor code. For further information on how to register for LGT Wealth, please refer to our LGT Wealth help section on www.lgtwm.com/en/help/ or contact your Investment Manager.
This app is intended solely for use by LGT Wealth Management clients. LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority. You will find further information on our homepage at www.lgtwm.com/en/legal-notice
- Apple App Store
- Free
- Finance
Store Rank
- -
This is the new application that allows Brown Shipley’s clients to access their portfolios.
Thanks to a secure but simple access, the application provides clients with the following features:
- An overview of the evolution of assets and transactions
- A detailed analysis and consolidated view of portfolios
- Contact to their relationship manager(s) via secure messaging
- View and print options for on-line documents
- Access to a range of relevant information for clients
If you are a Brown Shipley client and would like access the Brown Shipley application, please download the app and contact your Relationship Manager to arrange access.
- Apple App Store
- Free
- Finance
Store Rank
- -
LGT Wealth VS. 
Brown ShipleyDecember 30, 2024