Portfolio advisory services are 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