Keynote presentation by David Scott, Founder & Chairman of LGT Vestra at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.

1. LGT – VALUES WORTH SHARING
Surviving to Thriving
The LGT Vestra Journey
David Scott
Founder and Chairman

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3. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 2
Stubborn
Rule-
breaker
Control
Freak
Determined
Obsessive Passionate
The personality of an entrepreneur

4. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 3
§Try to start your business with a good PR launch…
First Tip

5. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 4

6. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 5
Second Tip
§Try to ensure optimal market conditions for your launch…

7. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 6

8. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 7
§Belief that clients were mere feed for the large revenue-hungry
global giants
§Industry's obsession with short-term revenues
§Breakdown of trust in the financial services industry
Why we launched our business in 2008

9. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman
A fresh approach
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What we aimed to do that was different
Service offering Investment process Transparency
Recognition
that the
money we
are entrusted
to manage is
the clients'
No
kickbacks/
retrocessions
No conflict of
interest
Make
investment
decisions
based on
conviction
- not
benchmarks

10. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 9
A long-term focus on your client will always win through

11. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 10
§LGT acquires majority stake in Vestra Wealth
Landmark Development

12. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 11
§Oct 2019:
£14 billion assets managed
by LGT Vestra
12,000 clients
Current Position

13. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 12
Why did we achieve success
§Success is measured against 2 goals:-
–100% of clients to love being a client
–100% of staff to love working here

14. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 13
Key to building success
Respect
Mutually
beneficial
Focus on
long-term
partnership

15. Surviving to Thriving, The LGT Vestra Journey.
David Scott, Founder and Chairman 14
Never give up

16. LGT Vestra LLP is authorised and regulated by the Financial Conduct Authority (FCA). Our registration details are set out in the FCA Register: Firm
Reference No. 471048, www.fca.org.uk/register. Registered in England and Wales: OC329392. Registered office: 14 Cornhill, London, EC3V 3NR.
This document is for information and illustrative purposes only and is for use of the recipient. It is not to be reproduced, copied or made available to
others. This document is considered to be a general market or informational commentary and does not constitute any type of investment or other
professional advice, it is not a personal recommendation and does not take into account the particular investment objectives, financial situations or
needs (including tax) of individual clients. This document is not intended and should not be construed as an offer, solicitation or recommendation to buy
or sell any specific investments or participate in any investment (or other) strategy. You are recommended to seek advice concerning suitability of any
investment from your investment or other professional adviser. Investors should be aware that past performance is not an indication of future
performance and the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally
invested. Not all investments mentioned are regulated by the FCA.
When we provide investment advice it is on the basis of a restricted approach, that is to say whilst we review and advise on retail investment products
from the whole of the investment market and can also advise you on direct investments, we will not consider your wider financial planning and pension
requirements, unless you wish us to do so, when we will refer you to one of our wealth planners.
The information and opinions expressed herein are the views of LGT Vestra LLP and are based on current public information we believe to be reliable but
we do not represent that they are accurate or complete and should not be relied upon as such. Any information herein is given in good faith, but is
subject to change without notice. No liability is accepted whatsoever by LGT Vestra LLP, employees and associated companies for any direct or
consequential loss arising from this document. This document is not for distribution outside the European Economic area.
LGT Vestra LLP is a limited liability partnership registered in England & Wales. Registered Office: 14 Cornhill, London EC3V 3NR. Registration number OC
329392.
LGT Vestra LLP is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange
LGT Vestra (Jersey) Limited is incorporated under the laws of Jersey. Registered office: Charles Bisson House, 30-32 New Street, St Helier, Jersey JE2 3TE.
Registration number 102243.
LGT Vestra (Jersey) Limited is regulated by the Jersey Financial Services Commission in the conduct of investment Business under the Financial Services
(Jersey) Law 1998, as amended.
LGT Vestra US Limited ("LGT Vestra US") is Authorised and Regulated by the Financial Conduct Authority ("FCA") in the United Kingdom, and is a
Registered Investment Adviser with the Securities & Exchange Commission in the United States.
Legal information
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17. "Landscape with the Young Tobias", 1598
JAN BRUEGHEL, THE ELDER
1568-1625
Jan Brueghel the Elder's Landscape with the Young Tobias shows a merry company
in an imaginary riverside setting. In its crowded midst, the religious scene can
scarcely be seen: Tobias, on the advice of his companion, the Archangel Raphael,
pulls a fish out of the water. He will use its gall to cure his father's blindness. The
real subject here, however, is the meticulously painted landscape into whose
depths the composition leads the viewer's gaze. The break in the forest and the
course of the river lead one's gaze to the centre of the picture. Beyond it, reality
fades into the atmospheric distance. The impression of depth is achieved by the
considered use of colour: it gradually diminishes in intensity as it moves away from
the colourful figures in the brown foreground via the green forested area in the
middle distance to terminate in the blue haze into which the mountains disappear.
© LIECHTENSTEIN. The Princely Collections, Vaduz-Vienna
Picture description
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