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The LGT advisory approach

From conducting an in-depth analysis and devising an appropriate strategy through to customized implementation and regular review, your relationship manager takes the time to understand your financial goals and personal circumstances. He will consult with you to draw up an individual solution designed to achieve your financial goals.

Our clearly structured advisory approach is a guidepost towards achieving your investment objectives. It combines the expertise of your relationship manager with the know-how of our investment and portfolio specialists in the form of a clearly defined process. This way we ensure that you are given the best possible advice regarding your individual needs at all stages.

Our structured approach

In-depth analysis
We take the time to gain a precise understanding of your personal needs and your investment objectives.

Appropriate strategy
Based on an in-depth analysis, we work together with you to draw up an overall wealth strategy that is geared to the long term.

Individual solution
In order to implement the agreed strategy, we propose a number of alternative solutions to you that are tailored to your own personal circumstances.

Customized implementation
We implement the appropriate solution for you in a lasting and reliable manner.

Continual review
We regularly monitor whether the chosen solution is meeting the goals set. Where necessary, we draw up appropriate measures for improvement.

Our structured approach

Would you like to find out more about our advisory approach?
Make an appointment for an informal discussion with our local experts