London, EC3V 3NR,
United Kingdom
LGT Wealth Management Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by LGT Wealth Management and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 650 LGT Wealth Management employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that LGT Wealth Management has purchased the following applications: Mercer Darwin Benefits (formerly Thomsons Online Benefits) for Benefits Administration in 2021, Bloomberg Transaction Cost Analysis (BTCA) for Analytics and BI in 2025, Salesforce Sales Cloud for Sales Automation, CRM, Sales Engagement in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems LGT Wealth Management is running and its propensity to invest more and deepen its relationship with Mercer , Bloomberg , Salesforce or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing LGT Wealth Management revenues, which have grown to $179.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for LGT Wealth Management intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Mercer | Legacy | Mercer Darwin Benefits (formerly Thomsons Online Benefits) | Benefits Administration | HCM | n/a | 2021 | 2022 |
|
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bloomberg | Legacy | Bloomberg Transaction Cost Analysis (BTCA) | Analytics and BI | Analytics and BI | n/a | 2025 | 2025 |
In 2025 LGT Wealth Management deployed Bloomberg Transaction Cost Analysis (BTCA) as part of Bloomberg’s integrated buy-side solutions to centralize transaction cost analytics. Bloomberg Transaction Cost Analysis (BTCA) is being used as an Analytics and BI application within a front-to-middle-office trade lifecycle to provide trade cost attribution and post-trade performance diagnostics.
The implementation bundles BTCA with AIM for order and investment management and PORT Enterprise for performance attribution, risk and liquidity analysis, while RHUB is employed for MiFID II transaction reporting. Bloomberg’s post-trade operations capabilities were configured to support inbound reconciliation processes from custodian partners, enabling tighter operational coupling between execution, reconciliation and portfolio analytics.
Operational coverage explicitly includes LGT Wealth Management’s current Funds business and the acquired Abrdn Capital funds, spanning idea generation through order modeling, execution and post-trade processes. The rollout impacts portfolio management, trading desks, middle-office operations, risk and compliance functions, aligning analytics, trade execution data and reconciliation workflows under a single vendor stack.
Governance and process changes emphasize a unified workflow and straight-through processing, with automation introduced across order management, trade capture and post-trade reconciliation. The cited outcomes include deeper portfolio insights, a streamlined order and portfolio management experience and the ability to meet MiFID II reporting requirements through Bloomberg RHUB, with Bloomberg positioned as the technology partner to support ongoing growth.
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Salesforce Sales Cloud | Sales Automation, CRM, Sales Engagement | CRM | n/a | 2023 | 2023 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Portfolio and Investment Management | Investment Management |
|
2025 | 2025 |
|
|
|
|
|
Portfolio and Investment Risk Management | Investment Management |
|
2025 | 2025 |
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