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.

Bandwith 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.

Bandwidth Mandates

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.