Skip navigation Scroll to top

Scroll to top

The LGT advisory approach

From conducting an in-depth analysis and devising an appropriate strategy through to customized implementation and regular review, your relationship manager takes the time to understand your own financial goals and personal circumstances. He will consult with you to draw up an individual solution designed to achieve your financial goals.

Our clearly structured advisory approach is a kind of guidepost towards achieving your investment objectives. It combines the expertise of your relationship manager with the know-how of our investment and portfolio specialists in the form of a clearly defined process. This way we ensure that you are given the best possible advice regarding your individual needs at all stages.

Our structured approach

In-depth analysis
We take the time we need to gain a precise understanding of your personal needs and your investment objectives.

Appropriate strategy
Based on an in-depth analysis, we work together with you to draw up an overall wealth strategy that is geared to the long term.

Individual solution
In order to implement the agreed strategy, we propose a number of alternative solutions to you that are tailored to your own personal circumstances.

Customized implementation
We implement the appropriate solution for you in a binding and reliable manner.

Continual review
We regularly monitor whether the chosen solution is meeting the goals set. Where necessary, we draw up appropriate measures for improvement.

We regularly monitor whether the chosen solution is meeting your goals set. Where necessary, we draw up appropriate measures for improvement.

Our goal is to gain a thorough understanding of your needs and concerns while working together with you to develop the ideal approach for meeting your objectives. For specific topics (see asterisk in the graph) we are pleased to put you in touch with one of our carefully selected external experts.

Venture Philanthropy Financial planning Pension planning Tax planning Succession and inheritance planning Financing solutions Mortgage advisory Portfolio management Investment advisory Fine art advice
  • Venture Philanthropy
  • Financial planning
  • Pension planning
  • Tax planning
  • Succession and inheritance planning
  • Financing solutions
  • Mortgage advisory
  • Portfolio management
  • Investment advisory
  • Fine art advice
Do you want to make a philanthropic commitment? Are you interested in investment opportunities that offer a social as well as a financial return? LGT Venture Philanthropy allows you to make sustainable improvements to the quality of life of disadvantaged people, jointly with the Princely House of Liechtenstein.
Learn more about Venture Philanthropy.
What are your aims and desires in life? Are they consistent with your financial situation? Get a complete overview of the long-term development of your assets and your commitments. We would be pleased to put you in contact with a specialist from our carefully selected partner network who can support you.
Contact us.
Have you already made plans for your retirement? Are there any gaps? Good retirement planning is essential in order to be able to maintain your standard of living in old age and provide protection for when the unexpected happens. We would be pleased to put you in contact with a specialist from our carefully selected partner network who can support you.
Contact us.
Do you have a general idea of your tax situation? How can you reduce your tax burden? As part of financial planning the tax implications of any potential solutions should be considered. We would be pleased to put you in contact with a specialist from our carefully selected partner network who can support you.
Contact us.
Have you made arrangements for your estate? Do you have any specific wishes that should be taken into consideration? Fulfill your responsibility to your family or your company and plan your succession in good time and comprehensively. We would be pleased to put you in contact with a specialist from our carefully selected partner network who can support you.
Contact us.
Do you want to increase your financial flexibility? We provide you with individual financing solutions which round off our private banking offering for you.
Learn more about our financing solutions.
Do you want to purchase real estate and are looking for a mortgage loan? A mortgage from LGT allows you to finance your real estate in selected countries in a flexible manner. Our specialists support and advise you throughout the purchasing process.
Learn more about our mortgage advisory.
Do you want to set the direction and let us manage your assets according to your specifications? We always invest your assets according to the agreed strategy and our specialists constantly monitor them.
Learn more about our portfolio management.
Are you interested in developments on the financial markets? Would you like to make your investment decisions yourself? We provide you with your own personal relationship manager who will give you competent advice and give you access to the expertise of all LGT business units.
Learn more about our investment advisory.
Are you an art lover? Or do you see art as an investment? When collecting and dealing in art there are some important points to watch out for. We would be pleased to put you in contact with a specialist from our carefully selected partner network who can support you.
Contact us.

Would you like to find out more about our advisory approach?
Make an appointment for an informal discussion with our local experts