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Investment advisory: Your private bank in Switzerland

For active and professional investors: with the knowledge, experience and network of our investment experts and advisors, you make the right investment decisions.

Investment advisory at LGT Bank Switzerland: Your advantages

Do you want to make well-informed decisions as swiftly as possible? Our high-quality investment advisory offering makes this possible. With LGT Bank Switzerland's investment advisory offering, you benefit from the know-how of experienced relationship managers and investment experts. Your advantages:

  • Personal advice: You receive excellent advice from our dedicated investment experts - based on your individual goals and values.
  • Full control: You retain full control over your investments and portfolio at all times because you make the final investment decisions. 
  • Swift decision-making: You receive informed and timely investment ideas and proposals, and make decisions swiftly and efficiently.
  • Better access: You gain access to a wide range of investment opportunities - in both traditional and private markets. 
  • Risk minimization: Your personal investment goals are pursued consistently, as we monitor your portfolio and securities daily to ensure alignment with your risk profile.
  • Guaranteed transparency: You remain informed at all times - thanks to regular and transparent reporting on your portfolio and performance, as well as sustainability aspects.

Personal investment advice: Learn more

Do you have any questions about LGT's investment advisory services or would you like more information?

Contact us

Your individual investment advice

What kind of advisory services best suit you? You choose from different investment advisory models.

LGT Advisory Classic
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LGT Advisory Classic

For investors who want to implement their investment goals efficiently together with their personal relationship manager.

 

LGT Advisory Expert
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LGT Advisory Expert

For active investors who want to reach their investment decisions together with an LGT investment expert.

 

LGT Active Advisory
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LGT Active Advisory

For professional investors who trade frequently and want to take advantage of short-term investment opportunities in financial markets.

Investment expertise

LGT Bank's investment experts and investment advisors identify the most attractive investments for your portfolio – in line with your goals, your values and your risk tolerance.

  • Investment opportunities in various asset classes and regions
  • Access to a comprehensive range of investment instruments - in traditional and private markets

Our investment solutions

Sustainable investment advisory

You can combine returns and sustainability: we have strict exclusion policies for investments that do not meet our sustainability standards.

  • With the exclusive LGT Sustainability Rating, you know exactly how sustainable your portfolio is
  • Access to the Lightrock impact investing platform

Would you like to learn more about our sustainable investment advisory services?

Our sustainable investments