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Investment advisory

Make informed investment decisions - thanks to good advice.

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 who can access the expertise of all LGT business units.

Your relationship manager attaches importance to getting to know your needs precisely and drawing up customized solutions. Long-term relationships founded on trust are at the heart of our investment advisory services. This includes reliability and continuity as well as a transparent pricing structure.

  • Investment advisory
  • Portfolio Advisory
  • Active Advisory

Individual investment advisory services involve ongoing dialog between you and your relationship manager. He will draw up customized investment proposals based on your individual needs and investment goals. To help you achieve your goals, he has access to the global investment universe and the expertise of our asset management and research specialists.

This offer is ideal for LGT clients who want to put in place their individual desires and investment goals jointly with a relationship manager.

As part of our portfolio advisory mandate, we monitor your assets and regularly review whether the portfolio structure is in line with the investment strategy that you defined. In addition, you receive customized recommendations for improving your portfolio based on our analysis of the global financial markets. Your relationship manager, who works closely with our investment experts, is your direct contact to these experts.

This offer is ideal for LGT clients who would like to have professional investment experts regularly monitor their portfolios but who wish to make their own investment decisions.

You invest, we advise: as part of an active advisory mandate, our investment experts follow the global investment and financial markets. They identify and analyze the opportunities and risks on the markets and regularly present you with investment recommendations. Thanks to our investment advisory services, you can make rapid and informed investment and trading decisions.

This offer is ideal for LGT clients who would like a proactive advisory service that keeps them up to date on investment opportunities and trading ideas and who also want to work closely with our investment experts.

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

Do you have insufficient know-how or time to manage your assets independently? If so, we will be happy to support you in the form of a portfolio management mandate.

Alternatives to investment advisory services: find out about portfolio management at LGT