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Offering and services for financial intermediaries

For more than 25 years, LGT has been looking after independent asset managers, family offices, investment fund companies, fiduciary agents and lawyers. You too can benefit from our comprehensive range of services and our customized solutions for financial intermediaries.

Individual solutions, personal advice, swift and efficient processing as well as a broad range of services have made LGT a formidable and reliable partner for you and your clients. Place your trust in our stability, international experience and commitment.

We will help you to look after your clients in the best possible way.

MiFID II: information for external asset managers (EAM)

Get an overview of the key regulatory requirements relevant to you from 2018 onwards.  MIFID II information

Independent asset managers

For more than 25 years, LGT has understood the requirements of independent asset managers, multi-family offices and investment fund companies. We are aware of your needs and offer you suitable services and customized solutions. Benefit from our excellent infrastructure, short decision-making channels and professional services. Our broad range of products and services for independent asset managers extends from interesting investment solutions, through securities trading and information services for professional investors to financing.

  • Securities trading
  • Market information
  • E-services
  • Private Label Funds
  • Investment solutions
  • Financing
  • Basic services

We have a global network and are represented with two trading centers in Liechtenstein and Asia. We thus provide our independent asset managers with access to all of the world’s major stock markets and trading venues. You too can make use of these international, excellent and flexible investment opportunities.

Find out more about our global investment opportunities LGT as a trading platform

In order to be able to offer your clients professional advice on financial matters, it is imperative that you keep up to date with the current market and economic situation. Our experienced and highly qualified experts analyze the global financial markets for you as well as a multitude of investment classes and instruments. Our professional publications on economic and market trends will help you make informed investment decisions.

Subscribe to our regular publications on economic and market trends

LGT Class E-Banking, our secure digital platform, was developed for financial intermediaries and offers you clearly presented electronic access to all the information you need. Our tools speed up and simplify your cooperation with us. Banking documents can be retrieved online as e-documents. You have an up-to-date overview of financial investments and are able to make payments and place stock exchange orders, retrieve information or obtain account statements and reports 24 hours a day. On request we also provide you with electronic data on holdings and transactions in various data packages.

Discover our online platform for independent asset managers: LGT Class E-Banking

As an independent asset manager, are you looking for a customized fund solution? We offer you the opportunity to set up a fund under Liechtenstein or EU law that is designed in accordance with your needs and assigned the name – your label – chosen by you, and that provides the same level of investor protection as public funds. Our private label fund experts work together with you to define the ideal legal and administrative parameters for structuring assets in a meaningful way.

Find out more about our Private Label Funds

Our many years on the market and our valuable international network allow us to provide our independent asset managers with access to the world’s best investment managers. LGT’s investment products include alternative and traditional investments, multi-asset solutions, equities, bonds and investment funds. In addition, as the family office of the Princely Family of Liechtenstein, we offer investors the opportunity to invest according to the same strategies as the Princely Family. We have the right investment solutions for your clients.

Get an overview of LGT’s investment products

Lombard loan or mortgage – our comprehensive and customizable financing solutions enable us to increase your financial flexibility. We grant investors a variable credit limit that they can use to purchase securities or for any other liquidity needs. Our seasoned international financing experts can draw up real estate financing solutions for you in selected countries.

Find out more about LGT’s financing solutions

Our comprehensive support for independent asset managers also includes classic banking services based around bank accounts, cards, bank notes, foreign currencies or precious metals. Our basic services cover all the essential services on attractive terms.

You can find more information on our basic services under Accounts, cards and conditions

Contacts for independent asset managers

Heini Stocker
FL/CH German-speaking

Phone +423 235 1504
E-mail

Markus Bühler
Integrated Wealth Manager

Phone +423 235 1772
E-mail

René Kind
CH Italian-speaking

Phone +423 235 1510
E-mail

Stefan Blümli
CH French-speaking

Phone +423 235 1262
E-mail

Peter Nigg
Custody Solutions

Phone +423 235 1886
E-mail

Fiduciary agents and lawyers

Fiduciary agents and lawyers provide an important advisory function to their clients. As a reliable financial partner we will be there to assist you in looking after your clients in the best possible way. For more than 25 years, LGT has been working successfully with fiduciary agents and lawyers and their clients. Benefit from our customized solutions, short decision-making channels and high-quality services. Among other things, we offer our financial intermediaries and their clients professional portfolio management or investment advisory as well as innovative digital services.

  • Investment advisory
  • Portfolio management
  • E-services
  • Financing
  • Basic services
  • Supplementary services

With LGT’s investment advisory services, we monitor the investment strategy of an investor on a regular basis and review the quality of the securities in the custody account. When market conditions change, the investor receives investment recommendations. This comprehensive and customized investment advisory enables you to make informed investment decisions yourself. The personal investment adviser attaches great importance to getting to know an investor’s needs, personal situation and objectives precisely, and to drawing up customized investment solutions based on these. With LGT’s investment advisory services you can access the expertise of all LGT business units. Your personal contact will give you competent advice and support you in all matters.

Find out more about LGT’s investment advisory services

The dynamic nature and increasing complexity of the financial markets mean that client assets must be monitored constantly. With LGT’s portfolio management, the client determines the personal investment strategy with his personal investment adviser. Our investment experts invest the assets professionally according to these specifications. The investment strategy is aligned with the objectives, personal circumstances and individual risk profile of the client, with priority given to the client’s specific ideas, wishes and requirements for the management of his assets.

Find out more about LGT’s portfolio management

LGT Class E-Banking, our secure digital platform, was developed for financial intermediaries and offers you clearly presented electronic access to all the information you need. Our tools speed up and simplify your cooperation with us. Banking documents can be retrieved online as e-documents. You have an up-to-date overview of financial investments and are able to make payments and place stock exchange orders, retrieve information or obtain account statements and reports 24 hours a day. On request we also provide you with electronic data on holdings and transactions in various data packages.

Discover our online platform for independent asset managers: LGT Class E-Banking

Lombard loan or mortgage – our comprehensive and customizable financing solutions enable us to increase your financial flexibility. We grant investors a variable credit limit that they can use to purchase securities or for any other liquidity needs. Our seasoned international financing experts can draw up real estate financing solutions for you in selected countries.

Find out more about LGT’s financing solutions

Our comprehensive support for independent asset managers also includes classic banking services based around bank accounts, cards, bank notes, foreign currencies or precious metals. Our basic services cover all the essential services on attractive terms.

You can find more information on our basic services under Accounts, cards and conditions

We offer you, as a fiduciary agent or lawyer, various LGT supplementary services that support you in your daily work. Our highly qualified experts analyze the global financial markets for you as well as a multitude of investment classes and instruments and make their findings available to you in regular publications. In addition, on request we prepare special (tax) reports or offer you various financing services.

Find out more at the following links:

LGT’s investment products
Market information
Private Label Funds
Philanthropy

Contacts for fiduciary agents and lawyers

Stephan Schraner
FL/CH German-speaking

Phone +423 235 1740
E-mail

Stefan Blümli
CH French-speaking

Phone +423 235 1262
E-mail

René Kind
CH Italian-speaking

Phone +423 235 1510
E-mail