Private banking Experience, innovation and sustainability

The advice we provide centers on you, your needs and your goals. For many of you, we have been a trusted confidant for generations who offers comprehensive, customized investment solutions. What makes us unique is our many years of expertise in managing family wealth. To ensure that we continue to meet the highest standards in the future, we are also driving innovation in the context of investments and developing cutting-edge services and solutions. And because sustainability is important to us, not only as a company but also as an investor, we also actively help our clients invest sustainably.

Solar thermal power plant Parabolic mirrors reflect and concentrate sunlight to convert it into thermal energy

Investing successfully with LGT Private Banking

Our 100-year history has taught us that there is such a thing as a recipe for success. And one of the key ingredients is our owner family’s experience as an entrepreneur, which spans several centuries. It is this experience that has led to our conviction that traditional values such as reliability, a long-term perspective, mutual trust and commitment are just as important for a company as being open to new things, embracing innovation, looking to the future, not being afraid of risk and seizing opportunities when they come knocking. These are the principles we follow as a company. We also apply them in the advice we provide and the services and products we offer. Our excellent results in recent years speak for themselves:

5 600+
Employees worldwide
CHF 21.9 bn
Net new money
CHF 316.0 bn
Client assets under management
CHF 375.3 mn
Net profit

Our strengths

We specialize in serving families and entrepreneurs, and offer a wide range of investment solutions for our private clients. These are based on systematic investment processes, modern portfolio theory and sound financial and data analysis, as well as clear principles and convictions that underpin our investment philosophy and have shaped what we do for decades.

Long term and sustainable Participate in growth and seize opportunities

The Princely Family has owned successful businesses for centuries. It seeks to achieve positive long-term and sustainable investment performance, both as an entrepreneur and as an investor.

Experience has taught us that long-term investors have the greatest possibility of taking advantage of the growth and opportunities arising from innovation, technological progress and entrepreneurship.

For us, sustainable performance also means keeping the well-being of future generations in mind. Our investments are therefore designed to support the positive development of the economy, society and the environment.

Active instead of passive It pays to be above average

An entrepreneur's success depends on multiple factors - in particular their business sense, their discipline and their personal commitment. The same applies to investments: superior investment expertise, discipline and commitment lead to superior investment results.

That is why we invest actively and deliberately distinguish ourselves from passive investors who are satisfied with being average. Active investment managers invest countercyclically in high-quality but undervalued markets and assets whose valuations have potential.

Internal and external Identifying the best investments

A high-quality product doesn't mean doing everything yourself. This applies to sectors like the automotive industry as much as it does to investments. What gives a company an edge is putting together an outstanding product using the best components available, sourced from different manufacturers.

As an investor, we believe there are investment managers in every asset class who are head and shoulders above the rest in terms of their expertise, commitment and discipline. We have a large global network of leading investment managers and thanks to our experience, can identify the best in their respective asset classes from among the numerous competent investment managers out there.

Broadly diversified Diversification protects against risks

Anyone who invests, whether as an entrepreneur or as an investor, takes risks. The Princely Family started to expand its business activities across various regions and industries early on. This has helped it preserve and grow its wealth for centuries, despite many upheavals and crises over the years.

At LGT, we apply this principle of disciplined diversification across all asset classes and countries while constantly monitoring risks.

Investing in alternatives Opportunities for attractive returns with asset classes such as private equity

The Princely Strategy invests significantly in alternative investments such as private equity. These investments offer attractive risk-adjusted returns and excellent opportunities for diversification. Why? Because the returns on these investments depend more on a company’s success than on market developments.

While alternative investments are not very liquid and require a long investment horizon, this long-term commitment is rewarded with an attractive return. However, it is also important to bear in mind the tremendous differences in the returns achieved by the best managers compared to the worst. This means that making the right choice is crucial. At LGT, we have many years of experience and a global network that includes the best investment managers in these segments.

Our investment solutions

Your relationship manager will help you achieve your financial goals. They will advise you on all matters relating to wealth, investments and private banking and give you access to the expertise of our investment specialists and our entire range of investment solutions. In addition to traditional investment services, we also have an additional offering that includes wealth planning, real estate financing, impact investments and philanthropy advice. Working together with you, we devise an investment strategy tailored specifically to your situation, financial goals and risk tolerance. During this process, we place particular emphasis on the impact your investments will have and should have on the environment and society at large.

Investment solutions

If you want to know more

As an innovative company that places great importance on sustainability, we think and act with a long-term perspective and are committed to achieving positive change for the economy, society and the environment. You can learn more about us, our goals and our culture in the following brochures.