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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.

Your benefits with LGT portfolio management mandates

Alignment of interest

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.

Professionally managed

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.

Individual

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.

  • Bandwidth Mandates
  • Domestic Mandates
  • Pension mandates

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.

Pension mandates

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:

LGT Pension Portfolio Management Mandates

  • Our investment specialists monitor the performance of the client’s assets and manage these in accordance with the client’s instructions within the parameters of the OPA guidelines in the form of direct and collective investments
  • Clients have the possibility of selecting from four strategies. In addition, they can specify individual investment instructions in line with their risk tolerance and investment goals.
  • These investment solutions are suitable for clients who want to take responsibility themselves for their retirement provisioning and would like to adapt the investment strategy to fulfill their individual requirements.
  • Available for assets worth CHF 750'000 or above.

LGT Pension Fund Mandates

  • Our investment specialists implement the strategy defined by the client within the parameters of the OPA guidelines using selected investment fund investments in the asset classes: money market instruments, bonds, equities and alternative investments. Four strategies may be selected. These are implemented within the scope of mandates and are booked at Liberty Pension Ltd.
  • These investment solutions are suitable for clients who want to take responsibility themselves for their retirement provisioning and would like to invest in one of our predefined investment strategies.
  • Available for assets worth CHF 10'000 or above.

LGT Pension Alpha Indexing Fund

  • The LGT Alpha Indexing Fund is an actively managed mixed fund, which makes worldwide, broadly diversified investments in money market instruments, bonds and equities in various currency segments, as well as in alternative investments and real estate. The bond exposure varies between 30 and 60%, the equity exposure between 10 and 50%, and the proportion held in the Swiss franc reference currency amounts to at least 70%.
  • This investment solution is suitable for clients who wish to invest even small amounts in a robust, broadly diversified portfolio.
  • There is no lower investment limit for asset amounts.
OPA investment guidelines
OPA refers to the Ordinance on Occupational Old-Age, Survivor’s and Invalidity Pension Provision. The OPA investment guidelines define the maximum permissible exposures in securities as well as the minimum proportion to be held in Swiss francs.

Pension Fund Mandates

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