You set the direction with your relationship manager. Our investment experts invest your assets professionally according to your specifications
The dynamic nature and increasing complexity of the financial markets necessitate that your assets be constantly monitored. Under a portfolio management mandate, you commission our specialists to take care of your investments professionally and individually. What you can expect from us:
As the family office of the Princely House of Liechtenstein, we have years of experience in managing sizable sums of assets. Our portfolio management services are based on the same principles used to manage the wealth of the Princely Family. Long-term focus and independence stand at the core of what we do.
With a LGT portfolio management solution you have access to the full range of LGT’s investment capabilities. Investment decisions are made in close collaboration between portfolio managers and our research teams. Our established investment process and philosophy build the fundament for your long-term investment success.
Together with your relationship manager we establish a strategy. Your personally assigned portfolio manager constructs, monitors and manages your portfolio according to your individual goals, needs and risk profile.
In the Bandwidth (and Domestic) Mandates, you can select the investment strategy that suits you best from five different risk profiles. For each strategy, bandwidths are defined per asset class. The weightings for bonds, equities and - if desired - alternative investments (hedge funds, commodities and real estate) can fluctuate within these ranges.
The Domestic Mandate is suited to investors who prefer the Swiss market and the Swiss franc. It offers you the opportunity to invest your assets with a strong emphasis on the Swiss domestic market.
In the Domestic (and Bandwidth) Mandates, you can select the investment strategy that suits you best from five different risk profiles. This means that you can choose an investment strategy that is individually tailored to both your capacity and willingness to take risk. For each strategy, bandwidths are defined per asset class. The weightings for bonds, equities and - if desired - alternative investments (hedge funds, commodities and real estate) can fluctuate within these ranges.
In Switzerland retirement provision is an important part of long-term wealth planning. LGT Bank Switzerland offer attractive solutions within the scope of its comprehensive advisory services in the areas of 1e pensions, vested benefits and 3a pillars, which are individually tailored to meet client requirements, and which are particularly suitable for the owners of SMEs as well as physicians, lawyers and financial service providers. Our preferred partner for providing these pension solutions is the independent pension platform Liberty Pension Ltd. Thanks to its modular architecture, Liberty Pension Ltd can offer a large range of innovative, individual services and products within the 2nd and 3rd pillars. These include attractive Bel-Etage and senior executive solutions in the supplementary (non-mandatory) areas (1e solutions), as well as association-type solutions for self-employed and freelance entrepreneurs. With this type of solution, the client has a contractual relationship with Liberty Pension Ltd and commissions it to invest in an investment solution actively managed by LGT.
The following investment solutions are available:
Would you like to find out more about portfolio management at LGT?
Make an appointment for an informal discussion with our local experts
Do you want to make your own investment decisions? If so, we will be happy to support you with our in-depth investment advice.
Alternatives to portfolio management: find out about investment advisory services at LGT