LGT Group

LGT Group is an independent international private banking and asset management firm based in Vaduz, Liechtenstein. Established in 1921, it has evolved from a small regional bank into a prominent multi-family office with over 3,400 employees across more than 20 locations worldwide. The firm remains fully controlled by the Liechtenstein Princely Family and focuses on managing clients' assets with diligence and rigor. In addition to private banking, LGT offers a range of services, including portfolio management, investment advisory, and philanthropy services, all overseen by its executive management team.

Prince Maximilian

Chairman

24 past transactions

Commonwealth Bank of Australia - Personal Advice Business

Acquisition in 2024
Commonwealth Bank of Australia - Personal Advice Business is a unit of the Commonwealth Bank of Australia

Jensten Group

Debt Financing in 2024
Jensten Group is a firm that specializes in providing a comprehensive range of insurance brokerage services tailored to meet the diverse needs of various industries. The company offers business and commercial coverage specifically designed according to individual client requirements, alongside policies for homes, landlords, and unoccupied properties. Additionally, Jensten Group provides motor insurance solutions, including coverage for cars, fleets, bikes, and trucks, ensuring clients receive personalized and relevant insurance options.

Sunfire

Series E in 2024
Sunfire specializes in the development and manufacture of systems for producing renewable industrial gases and fuels, including hydrogen and syngas. These alternatives, referred to as e-Gas, e-Fuel, or e-Chemicals, serve as substitutes for fossil fuels like mineral oil and natural gas, integrating seamlessly into existing infrastructures. The company utilizes solid oxide cells for the conversion process, which can also function as generators to provide electricity and heat. Sunfire aims to make regenerative energy from sources such as wind, hydropower, and solar power available consistently, transcending the limitations of intermittent energy generation. Their innovative electrolyzers leverage both alkaline and solid oxide technologies, enabling sectors like chemical, fuel, and steel industries to effectively transition to renewable energy sources.

Copia Global

Series C in 2023
Copia Global Inc. is an e-commerce company based in Nairobi, Kenya, that focuses on providing a consumer catalog order and delivery system for middle to low-income individuals in the developing world. Founded in 2013, the company leverages mobile technology and a network of local agents to facilitate access to a diverse range of quality goods at reasonable prices. Its platform enables users, including those without direct internet access, to browse products and place orders with local shopkeepers, who can then fulfill these orders and manage payments through a mobile payment system. This approach not only empowers consumers but also enhances the distribution capabilities of local businesses, making it easier for rural and peri-urban populations to access essential products conveniently.

Lilium

Post in 2022
Lilium GmbH is an aviation company based in Wessling, Germany, focused on providing an on-demand air taxi service to enhance urban and suburban mobility. Founded in 2015, Lilium has developed the Lilium Jet, a fully-electric vertical take-off and landing aircraft designed to facilitate regional travel that is significantly faster than traditional rail or road options while remaining competitively priced. The Lilium Jet, which can accommodate seven passengers, is engineered for high performance with low noise emissions, supporting the company's goal of creating a sustainable and efficient transportation network for people and goods. The company's journey began with the successful first flight of its demonstrator aircraft in 2019, marking a significant milestone in its mission to revolutionize air mobility.

Wefox

Series D in 2022
Wefox is an insurtech platform that connects insurance companies, brokers, businesses, and customers to facilitate access to digital insurance solutions. Operating as a digital insurance company, Wefox sells its products through intermediaries rather than directly to consumers, which broadens its market reach. The platform provides a variety of services, including policy management, claims settlement, and quotations for multiple types of insurance, such as health, liability, and disability. By offering a comprehensive suite of tools, Wefox aims to deliver personalized and suitable coverage options to its users, enhancing the overall insurance experience.

Crestone Wealth Management

Acquisition in 2021
Crestone Wealth Management is an employee-owned investment manager headquartered in Brisbane, Queensland, with additional offices in Melbourne and Sydney. Previously known as UBS Wealth Management Australia Limited, the firm specializes in offering tailored advisory solutions to address the intricate financial requirements of clients across diverse market sectors.

WayCool

Series D in 2021
WayCool is an agri-tech company focused on the processing, distribution, and procurement of fresh produce, dairy products, and staples. By utilizing technology and innovative quality management practices, WayCool enhances logistics and distribution services while also increasing farmers' income. The company sources fruits and vegetables primarily from smallholder farmers and aggregators, distributing these products to local shops, modern retail outlets, hotels, restaurants, and catering establishments. Additionally, WayCool operates a retail brand called SunnyBee, which includes physical stores, mobile stores on trucks, and e-commerce platforms. Through these channels, WayCool establishes direct connections between farmers and consumers, ensuring efficient access to fresh, clean, and quality produce. The company also offers a range of high-quality private label products through collaborations with sister companies.

Lilium

Post in 2021
Lilium GmbH is an aviation company based in Wessling, Germany, focused on providing an on-demand air taxi service to enhance urban and suburban mobility. Founded in 2015, Lilium has developed the Lilium Jet, a fully-electric vertical take-off and landing aircraft designed to facilitate regional travel that is significantly faster than traditional rail or road options while remaining competitively priced. The Lilium Jet, which can accommodate seven passengers, is engineered for high performance with low noise emissions, supporting the company's goal of creating a sustainable and efficient transportation network for people and goods. The company's journey began with the successful first flight of its demonstrator aircraft in 2019, marking a significant milestone in its mission to revolutionize air mobility.

LIQID Investments

Series D in 2021
LIQID Investments GmbH, founded in 2015 and based in Berlin, Germany, operates a digital wealth management platform that offers tailored investment portfolios and strategies. The company specializes in providing access to various asset classes, including private equity, real estate, and venture capital funds. By integrating investment expertise with technology, LIQID Investments delivers customized solutions that cater to the specific cost and investment needs of its clients, thus facilitating a more accessible and personalized wealth management experience.

CMR Surgical

Series D in 2021
CMR Surgical Limited, based in Cambridge, United Kingdom, specializes in the design and manufacture of medical devices tailored for minimal access surgery. The company is recognized for its Versius surgical robotic system, which enhances laparoscopic surgical procedures by making them more accessible and affordable. Founded in 2014 and originally named Cambridge Medical Robotics, CMR Surgical aims to expand the capabilities of robotic surgery, allowing a broader range of procedures to be performed. The system provides surgeons with 3D high-definition imagery and real-time feedback, significantly improving the surgical experience and outcomes for patients.

PharmEasy

Series E in 2021
PharmEasy is a health tech startup founded in 2015 by Dharmil Sheth, Mikhil Innani, and Dhaval Shah, operating as a subsidiary of Ascent Health. The company offers an online platform that streamlines the supply chain of pharmaceuticals by digitizing the process of medicine delivery. It provides services such as teleconsultation, medicine deliveries, and diagnostic test sample collections, facilitating connections between patients and local pharmacy stores and diagnostic centers. By improving accessibility and affordability, PharmEasy aims to meet extensive medical needs and enhance the overall healthcare experience for its users. The startup is backed by several prominent investors, including Caisse de Dépôt et Placement du Québec, Bessemer Venture Partners, and Temasek Holdings.

PharmEasy

Series D in 2019
PharmEasy is a health tech startup founded in 2015 by Dharmil Sheth, Mikhil Innani, and Dhaval Shah, operating as a subsidiary of Ascent Health. The company offers an online platform that streamlines the supply chain of pharmaceuticals by digitizing the process of medicine delivery. It provides services such as teleconsultation, medicine deliveries, and diagnostic test sample collections, facilitating connections between patients and local pharmacy stores and diagnostic centers. By improving accessibility and affordability, PharmEasy aims to meet extensive medical needs and enhance the overall healthcare experience for its users. The startup is backed by several prominent investors, including Caisse de Dépôt et Placement du Québec, Bessemer Venture Partners, and Temasek Holdings.

CMR Surgical

Series C in 2019
CMR Surgical Limited, based in Cambridge, United Kingdom, specializes in the design and manufacture of medical devices tailored for minimal access surgery. The company is recognized for its Versius surgical robotic system, which enhances laparoscopic surgical procedures by making them more accessible and affordable. Founded in 2014 and originally named Cambridge Medical Robotics, CMR Surgical aims to expand the capabilities of robotic surgery, allowing a broader range of procedures to be performed. The system provides surgeons with 3D high-definition imagery and real-time feedback, significantly improving the surgical experience and outcomes for patients.

TiendAnimal

Venture Round in 2019
Tiendanimal is a prominent brand in the pet products sector, operating primarily in Spain and extending its reach to France, Portugal, and Italy. Established in 2006, the company has achieved significant growth, serving over 500,000 customers. Tiendanimal offers a wide range of high-quality products, including pet food, snacks, accessories, and toys, through both online and physical retail channels. The product catalog features more than 16,000 items designed for various types of pets. Additionally, Tiendanimal provides veterinary services for a diverse range of animals, including dogs, cats, fish, birds, and turtles. The company is committed to enhancing the shopping experience for pet owners, enabling them to enjoy their pets to the fullest.

Validus Wealth

Acquisition in 2019
Validus Wealth is a private wealth management platform established in September 2018, dedicated to catering to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in India. The firm provides a comprehensive range of services, including investment management, lending solutions, succession planning, and wealth protection. With a presence in nine major cities—Mumbai, Delhi, Bangalore, Chennai, Pune, Goa, Hyderabad, Ahmedabad, and Chandigarh—Validus Wealth is supported by a team of nearly 150 experts in wealth management, drawing from both local and international firms. The company focuses on helping clients effectively manage their financial lives, offering tailored offshore solutions and services that consolidate wealth, navigate tax implications, and ensure long-term financial security.

Loanboox

Series B in 2019
Loanboox is a leading European provider of debt financing and management solutions, established to simplify the process of borrowing and investing. Launched in September 2016, the company has facilitated over 30 billion EUR in transactions across 12 countries, serving a diverse clientele that includes real estate companies, cooperatives, cities, communities, institutional investors, and banks. Its innovative platform connects public-sector borrowers with institutional investors and banks, allowing for efficient and transparent financing requests and transactions. By streamlining the debt capital market, Loanboox offers a safe and cost-effective alternative to traditional brokering, benefiting both borrowers and investors.

Aye Finance

Series C in 2018
Aye Finance is a financial services company that focuses on providing business loans to micro and small enterprises. The company aims to enhance financial inclusion by offering customer-centric financial solutions through the use of technology and efficient processes. Its range of services includes various loan and debt financing options designed to support the growth of small businesses. These financial offerings enable micro and small enterprises to acquire essential fixed and working assets, undertake renovations or construction of business facilities, and consolidate existing debts. Through its commitment to serving the needs of micro-enterprises, Aye Finance plays a pivotal role in fostering the development of this vital sector.

CMR Surgical

Series B in 2018
CMR Surgical Limited, based in Cambridge, United Kingdom, specializes in the design and manufacture of medical devices tailored for minimal access surgery. The company is recognized for its Versius surgical robotic system, which enhances laparoscopic surgical procedures by making them more accessible and affordable. Founded in 2014 and originally named Cambridge Medical Robotics, CMR Surgical aims to expand the capabilities of robotic surgery, allowing a broader range of procedures to be performed. The system provides surgeons with 3D high-definition imagery and real-time feedback, significantly improving the surgical experience and outcomes for patients.

Brilliant Planet

Seed Round in 2017
Brilliant Planet focuses on the production of algal biomass as a sustainable solution for carbon sequestration at a gigaton scale. The company utilizes open-air pond-based systems to cultivate extensive quantities of microalgae on coastal desert land, employing a natural growth process that does not require fresh water. This innovative approach not only contributes to ocean and air health but also addresses the increasing demand for protein. By leveraging the potential of algae, Brilliant Planet offers an affordable and effective method for permanently and quantifiably removing carbon from the atmosphere.

Sabka Dentist

Series C in 2015
Sabka Dentist is a chain of dental clinics founded by Vikram Vora in 2009, with its first location opened in Vile Parle, Mumbai. The clinics have since expanded to various locations, including Malad, Kandivali, and Borivali. Sabka Dentist focuses on providing a comprehensive range of dental services, including cosmetic, implant, preventive, and restorative dentistry. The clinics are dedicated to maintaining oral health and addressing various dental issues through advanced technology and expert care. Their offerings encompass general dentistry, oral surgery, prosthetics, orthodontics, cosmetic procedures, and emergency dental services, ensuring high standards of care for all patients.

Virgin Voyages

Private Equity Round in 2014
Virgin Voyages is a lifestyle travel brand that specializes in providing luxury cruise vacations to high-end customers. The company operates a fleet of cruise ships, offering premium accommodations and a variety of entertainment options. Virgin Voyages aims to create unique and adventurous travel experiences across diverse destinations, catering to those seeking a more upscale and engaging cruise experience.
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