NATAšA WILLIAMS

LGT VESTRA

City
London
Category
UHNW Wealth Managers
Company Size
International
Phone number
020 3207 8000
Email address
natasa.williams@lgtvestra.com

Before joining LGT Vestra in 2013, partner and head of the LGT Vestra private office Nastaša Williams spent nine years as a client adviser both at UBS and later at Deutsche Bank. Prior to wealth management, she worked as a mergers and acquisitions banker focusing on financial institutions, having first qualified as a chartered accountant with PwC. She heads a team of 17, which looks after over 50 predominantly UHNWs who require family office-style advice, as well as advisory and discretionary mandates. LGT Vestra predominantly provides investment advice, charging an all-inclusive fee based on AuM. ‘We are open architecture. The private office team looks to strengthen family office services for clients, mostly entrepreneurs, finance executives and multigeneration families, by focusing on cross-generational wealth planning and tax, on top of investment management and advice on illiquid assets. We can provide our family office services on a retainer or project fee basis,’ explains Williams. Engaging with entrepreneurs has been a key focus over the last year, with LGT Vestra sponsoring EY Entrepreneur Of The Year. ‘We gained some fascinating insights into the requirements of entrepreneurs and how we can better support them.’ They have also been providing broad advisory services as part of a move towards providing strategic advice, and being increasingly called upon to discuss long-term family wealth strategies. ‘Clients make decisions slower than ever before, and like to weigh up their options carefully, consulting many advisers in our sphere — wealth managers, lawyers, advisers and even friends,’ Williams notes. ‘ Increasingly they are aware of the long-term impact of their decision in a world that is changing rapidly and an uncertain tax and legislative environment.’ She asserts that ‘our firm is entrepreneurial, client focused and fun. Most people here will agree that it is the best place they have ever worked.’

Nataša Williams