Swaati is responsible for heading up the Wealth Planning Department at LGT Wealth Management US. She has worked in the financial services industry for over 15 years and is a Chartered Financial
Planner, a Chartered Member of CISI, and is also a Fellow of the Personal Finance Society.  Swaati graduated from the University of Southampton with a MSc in International Financial Markets and a BSc (Hons) in Economics andFinance.  Swaati is an affiliate member of STEP, working towards her STEP diploma, and is listed as a top recommended adviser in the Spears 500 HNW Wealth Manager category.

Swaati has experience advising high and ultra-high net worth individuals and families providing specialist adviceacross all areas of wealth planning, including pension advice, wealth structuring, retirement income funding, and intergenerational wealth planning.

Swaati and the wealth planning team specialise in assisting US nexus clients with the additional cross-border planning complexities they face, especially when operating under multiple tax regimes and in an ever-changing regulatory landscape.She works in partnership with a network of private client advisers (legal and tax) to provide a coordinated approach that works in the client’s best interests.