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Portfolio management

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:
 

  • We monitor financial market trends on your behalf
    Our experts carefully analyze financial market trends on a daily basis.
  • We strictly follow your specifications
    You can rest assured that your assets are always invested according to the agreed strategy.
  • We design your portfolio management mandate in accordance with your own requirements
    You incorporate your needs and objectives. We devise a customized solution for you.
  • Our investment decisions are transparent and comprehensible to you
    You have full transparency over your investments at all times and your personal relationship manager acts as a competent contact partner.

LGT portfolio management mandates

In all LGT portfolio management mandates, the assets are broadly diversified in order to reduce risk and are invested in a large number of asset classes. By monitoring risk on a continuous basis, we ensure that your mandate follows the course that you have set, which in turn is defined on the basis of your risk appetite. Our constant risk monitoring ensure that your mandate moves within the bandwidths which define your risk capacity and appetite.

Let your assets be managed professionally. Benefits to you at LGT are

Competence and expertise

  • Access to first-class traditional and alternative investments
  • Implementation of optimized portfolios
  • Active and flexible management within specified fluctuation bands

Transparency

  • Assets can be viewed at any time while transactions/improvements are easy to understand
  • Transparent conditions
  • Consistent adherence to the agreed strategy

Efficiency

  • Best-in-class approach - independent selection of the most attractive investment instruments
  • Efficient implementation of strategy via the use of state-of-the-art financial instruments
  • Professional infrastructure

Quality

  • Advice from your personal contact partner
  • Theoretically sound, well-established and proven investment process
  • Systematic, continuous risk control
  • Bandwidth Mandates
  • Domestic Mandate

Bandwidth Mandates

  • From five investments strategies, you can choose the one that suits you best (see diagram).
  • Our investment specialists monitor and analyze the developments on the financial markets and constantly tailor your portfolio to your risk profile.
  • You can always be certain that your assets are positioned in accordance with the market situation. 

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.

Domestic Mandates

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. 

  • The LGT Domestic Mandate is transparent. It can be viewed at any time and is comprehensible.
  • Your personal requirements are taken into account individually when implementing the mandate and can be adapted at any time.
  • Your money is invested in equities and bonds of companies with which you are familiar.
  • No complex investment vehicles are used.
  • You have access to your assets at any time should you require liquidity.

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.

LGT’s investment process

Strategic asset allocation

Basis
Long-term market expectation

Objective
Optimization of the long-term risk/return profile

Measures
Detailed analysis every two to three years of the strategic asset allocation:

  • Adjustment to market conditions
  • Evaluation of asset classes

Tactical asset allocation

Basis
Tactical periodic assessment of market conditions

Objective
Constant adjustment of the portfolio to take advantage of short and medium-term market fluctuations

Measures
Analysis process combines fundamental macroeconomic factors with technical indicators:

  • Short to medium-term adjustments to the asset allocation

Active portfolio management

Basis
Tactical periodic assessment of market conditions

Objective
Selection of the most promising individual securities and investment funds for the client portfolio – best-in-class approach

Measures
Positioning the portfolio in line with your risk/return expectations:

  • Upon request, alternative investments (such as hedge funds), commodities (such as gold) or real estate can be included
  • Individual adjustment of the investment universe to specific requirements

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