The more extensive and complex your financial situation, the harder it is to keep track of all your assets and how they are performing – especially if the assets are highly fragmented. Our wealth reporting product, the LGT Wealth Portrait, provides a consolidated, easy-to-understand overview of all your bank holdings and physical assets, no matter who manages them.
The LGT Wealth Portrait gives you a rundown of all your assets in one report. It provides a transparent overview of your entire portfolio, keeps you up to date and saves you time. You can trust us with your data. Just like you trust us with your assets. For optimum security, your data is stored in a password-protected and encrypted digital safe on a secure LGT server in Switzerland. So what else does our wealth reporting offer you?
Complex asset structures can make it difficult to keep track of how your assets are performing. The LGT Wealth Portrait covers all your assets and liabilities in an easy-to-understand report.
Our LGT Wealth Portrait helps you keep track of your assets and make well-informed financial decisions. An overview like this is indispensable, especially when dealing with large fortunes and complex circumstances – we know this from experience. We understand the many challenges facing wealthy families, and can provide you with targeted support.
We have touched only briefly on a selection of topics here. If you are looking for more information, you might be interested in the following: