An Introduction to LGT Wealth Management
We are excited to share that earlier this year, we established a partnership with LGT Wealth Management to offer you our DFM (Discretionary Fund Management) service. Our collaboration with LGT ensures that switching to their DFM option will provide optimal outcomes for your investments.
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To learn more about LGT Wealth Management and the benefits of transitioning to the Reeves LGT portfolio, we encourage you to watch the brief video below. Our team will delve further into the partnership and explain how it can benefit you.
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We are confident that our clients will experience significant advantages by transitioning to LGT. By bringing their resources and specialist team capability in-house, we can leverage their extensive research capabilities to make informed changes to your portfolios.
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If you wish to proceed with switching to LGT, please click the button below. Alternatively, if you would like to discuss the partnership in more detail, please schedule a call with us.
Please note, if you do proceed with the switch, this is not a time sensitive investment change and instead a management change, you will not see this reflected on your account immediately.
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You will remain in the same portfolio, but the next time we want to make a change, you will not have to respond to a consent email.
Important information
The value of your investment and any income from it could fall or rise, and you may not get back the full amount you invest.
Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.