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Portfolio advisory

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
 

  • Your objectives are translated into an asset allocation plan
  • We focus on your needs and goals regarding return expectations, risk and other considerations - with no revenue targets
  • You will get recommendations and individual investment ideas within the context of your total portfolio and risk profile

Would you like to find out more about portfolio advisory services at LGT?

Make an appointment with one of our local experts in Hong Kong or in Singapore