People who have a large fortune can look to the future with confidence. However, keeping track of such fortunes can often be difficult – for example, if the assets are highly fragmented. The LGT Wealth Portrait offers a solution to this problem. It provides a clear overview of the performance of your assets in three key areas.
A clear comparison of assets and liabilities gives you an overview of your total wealth in just a few moments. To this end, it is important that all data be consistent and up to date. A comprehensive report on your wealth also provides information about the performance of your assets and the risks to which they are exposed. These aspects are included in the LGT Wealth Portrait.
Are your assets performing in line with your strategic objectives? Are you aware of the risks associated with your overall portfolio? The reliable and detailed information provided in the LGT Wealth Portrait helps you optimize your investment strategy. This enables you to make well-informed and sustainable investment decisions.
Dr. Riccardo Petrachi, Head UHNWI LGT Private Banking
"The way assets are structured can often be complex, making it difficult to maintain an overview of how they are performing. Our Wealth Portrait provides a clear comparison of all assets and liabilities. It therefore takes clients just a few moments to get an overview of the status of their assets."