Investment services A holistic approach to your wealth

Our regional investment strategy team offers you independent and unbiased advice with a focus on clear communication and easy implementation.  

Our investment capabilities are shaped by the Princely Family’s endowment-style investment strategy and our preference for a diversified portfolio approach. Our investment recommendations have a longer-term outlook where we feel that the probability of success is higher. Nonetheless, decisions are also made in the context of capturing tactical opportunities, satisfying customers who like to trade over shorter time periods.  

Investment idea generation

We source investment ideas from both in-house and third-party research and take a thoroughly objective view towards idea sourcing.

Communications: verbal, written and electronic

We provide a daily market commentary and a weekly market outlook with product updates to our clients. In these thematic presentations we highlight timely, actionable investment considerations. 

We offer individually managed discretionary mandates based on your specific needs. Given the dynamic nature and increasing complexity of the financial markets, your assets are constantly monitored. If you do not have sufficient time to manage your assets or are less familiar with the global markets and the opportunities offered by today’s financial instruments, you can commission our specialists to take care of your investments professionally and individually. 

What you can expect from us

• We help you to determine a suitable investment strategy in the range of conservative to more dynamic solutions – based on your needs, your objectives, your risk tolerance and your time horizon.
• For your portfolio we will consider all asset classes in the traditional and alternative investment segments. You will get access to the best-in-class investment products which best suit your requirements.
• Investments are made in line with LGT overall investment strategy.
• We monitor financial market trends on your behalf and make sure that your assets are always invested according to the agreed strategy. Investment decisions are made 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.
• All financial instruments are carefully selected and sourced by our regional professionals.
• You can view your assets at any time. Transactions are fully transparent and easy to understand.

LGT portfolio management mandates

In all LGT portfolio management mandates, the assets are broadly diversified  to reduce risk and are invested in a large number of asset classes. By monitoring risk on a continuous basis, we ensure that your mandate follows the course that you have set, which in turn is defined on the basis of your risk appetite.

Choice of LGT portfolio management mandates

• Asset allocation portfolios
• Equity portfolios or bond portfolios
• Sustainability mandates
• Special mandates for customized portfolios above USD 10 million 

Our regional investment advisory team provides market-driven investment ideas which aim to benefit from short as well as long-term strategic and tactical opportunities. If you are interested in developments on the financial markets and would like to make your investment decisions yourself, we provide you with professional and intensive advisory services that assist you to make prudent investment decisions.

Fixed income

• Credit recommendations suitable for your individual risk profile
• Tactical guidance across the high grade and high yield universe
• Advice on the outlook for global central bank interest rate policies
• Active management of bond model portfolios

Foreign exchange and commodities

• FX trading ideas: Short-term trades with entry and exit levels for more active clients
• Advice on dual currency investments for income enhancement

Equities

• Stock selection for capital appreciation and/or dividend yield based on individual risk profiles
• Guidance on the outlook for global equities across regions, sectors and themes
• Active management of five equity model portfolios (Global, US, Europe, Asia ex Japan, Japan)

Structured products

• Available across all asset classes, with varying maturities
• Products range from principal protected to leveraged, tailored to suit your individual specifications
• Open platform, i.e. products sourced from various counterparties to achieve best execution for you
• Customized solutions for your specific needs 

Our regional team provides comprehensive manager research on in-house as well as third-party funds, both in the traditional as well as in the alternative space, with a view to identify outstanding fund managers that tend to appeal to our Asian clients.

The investment products which we have selected for you are subject to an ongoing qualitative and quantitative review by the managed solutions team. We thereby ensure our product offerings are consistent with our best-in-class philosophy.

They provide proactive investment guidance to our relationship managers, portfolio management, portfolio advisory and active advisory colleagues.

Portfolio advisory is a client facing, strategic and asset allocation-driven service with a focus on managed products (i.e. portfolio management mandates and funds). The service is designed to address your specific interests and objectives with a portfolio-based approach, drawing from the entire universe of investment opportunities.

This non-discretionary offering is predicated on four key pillars:  

• establishment of your investment objectives,  
• asset allocation strategy,  
• security/product selection and  
• ongoing performance review.  

Through working with your relationship manager, we periodically review the portfolio with you to make sure it is consistent with your investment objectives and our market outlook.

Our regional team leverages the full range of LGT capabilities to match your requirements applying a consultative approach:  

• Your objectives are translated into an asset allocation plan.
• We focus on your needs and goals regarding return expectations, risk and other considerations, providing unbiased advice free of any conflicts of interest.
• You will get recommendations and individual investment ideas within the context of your total portfolio and risk profile. 

Are you a high-net-worth investor who would like to have regular interaction with a seasoned LGT investment professional, free of any conflicts of interest? Advice and discussions are primarily centered around capital markets with short- to medium-term, or long-term strategic views and implementation mainly through direct securities, structured products, ETFs, derivatives and FX.

This integrated and holistic premium service is designed to support you in managing your risks and enhancing your returns through working with your relationship manager.  You always act as the ultimate decision-maker and benefit from a disciplined and structured investment process with advice that is customized to your needs, interests and pace. You decide whether to follow and how, when and what to invest in.

We have two offerings for you:

Transaction-based advice 

Timely and unbiased investment advice, by preliminary screening suitable ideas from our open-architecture investments platform.

Transaction and portfolio-based advice 

You can choose from three different subsets by risk level. Each subset has its own asset mix comprising various target allocations in line with LGT’s house view.  

• Income
• Income & capital gain focus
• Capital gain focus