Market view and Insights
The Princely Strategy combines the entire investment expertise of LGT. Clients who invest their assets according to the same strategy as our owners, the Princely Family, can thus benefit from this long-standing know-how. The portfolio is invested in a wide range of asset classes and markets and aims to generate long-term returns similar to a global equity portfolio - but with lower price fluctuations.
The Princely Strategy pursues a long-term investment approach based on discipline, consistent risk management and broad diversification.
We provide our clients with regular, transparent updates about the performance of the Princely Strategy and the nature of our tactical investments. Contact us to find out more - being open and transparent is very important to us.
In 1998, the Princely Family commissioned LGT to develop the Princely Strategy and, as the founding client, invested CHF 1 billion from the sale of a business.
Today, CHF 17 billion is invested for clients according to the Princely Strategy. CHF 3 billion is invested for the Princely Family and LGT employees (all figures as at 31 December 2022).
Around 33 percent of the assets invested according to the Princely Strategy are allocated to private market investments such as private equity, real assets or private debt (as at 31 December 2022).
The investment specialists responsible for the Princely Strategy have an average investment experience of 25 years (as at 31 December 2022).
The Princely Strategy is our flagship product. But we also offer plenty of other exciting investment opportunities. Are you interested in sustainable investments? Or would like to structure your assets in a way that ensures a smooth handover to the next generation? No matter what you are looking for, you will find a wide range of attractive solutions here.
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