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With LGT Investment Advisory, you enjoy comprehensive support ensuring the best possible implementation of your investment strategy. Take your own investment decisions based on the tailored investment proposals of your personal LGT investment advisor.
LGT provides you with a personal investment advisor who can give you competent advice, has access to the expertise of all LGT business units and will regularly send you proposals for optimizing your portfolio. Choose one of our models:
You discuss all aspects of your investments with your personal relationship manager. Your relationship manager provides you with investment proposals and ideas that are tailored to your strategy and portfolio. Depending on the advisory model you choose, investment experts are available for in-depth discussions with you.
Using scenario planning, our experts develop robust portfolio strategies with different levels of risk that stand the test even in difficult market situations. When implementing these strategies, we provide you with our specialized expertise in traditional investment markets and our specialist knowledge of private markets (private equity and private debt), insurance-linked bonds, hedge funds and investments in emerging markets. As sustainability is important to us, we give you the option of defining sustainability criteria for the selection of securities.
As LGT is very well capitalized and has a high level of liquidity, it is synonymous with financial stability. Thanks to the daily process of monitoring your portfolio to ensure that the investments and risks still match your personal risk profile, you are always fully informed about and can actively manage all risks. Depending on your advisory model, you can also define a performance loss threshold. If this is reached, we will contact you to discuss the next steps.
LGT Advisory comprises a broad range of basic Private Banking services at no additional cost. These include services such as comprehensive portfolio reports and, in many countries, tax reporting in accordance with local tax laws, as well as custody account management and all standard securities administration services.
LGT Advisory Classic is designed for investors who would like to implement their investment objectives efficiently together with their personal relationship manager. You define your individual investment strategy with your relationship manager and together discuss investment proposals and ideas.
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LGT Advisory Expert is designed for active investors who seek proactive advice for their investment decisions and would like to talk to an LGT investment expert when required.
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LGT Active Advisory is suitable for professional and trading-oriented clients who have a higher risk capacity and tolerance, and wish to discuss their investments comprehensively with a dedicated active advisor.
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Would you like to find out more about our advisory approach?
Make an appointment for an informal discussion with our local experts