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Portfolio management: Your private bank on site

With your portfolio management mandate, you set the direction: our investment experts invest your assets according to your specifications.

Portfolio management at LGT Bank: Your advantages

Are you looking for personalized advice when it comes to your portfolio management mandate? Do you want a portfolio management offering that is geared to your needs? At LGT Bank, you construct the investment strategy that best suits your needs together with your relationship manager and portfolio manager. Your advantages at a glance:

 

  • Common interests: At LGT Private Banking, relationship managers, investors and clients all have the same goal. A long-term approach and independence are at the heart of everything we do.
  • Professional management: Our established and proven investment process serves as the foundation for successful investing.
  • Individual portfolio: Your portfolio manager constructs, monitors and manages your portfolio according to your goals and needs.
  • Comprehensive access: You have access to the entire investment universe, capabilities and expertise of LGT Private Banking.
  • Regular risk monitoring: Continuous risk monitoring ensures that your portfolio is aligned with your objectives.
  • Complete transparency: You remain informed thanks to regular reporting on portfolio allocation, performance and sustainability aspects.

Your personalized portfolio management

Would you like to learn more about our asset management? Our local experts are at your disposal for a no-obligation discussion.

Contact us

Personalized investment strategy

We build your portfolio and develop your investment strategy based on your needs. You have access to an experienced portfolio manager who is responsible for investment decisions, daily mandate management and personal interaction.

  • Personalized asset allocation based on your risk profile and investment objectives
  • Access to investments in your preferred instruments, e.g. alternative investments

Our investment solutions

Investment expertise

You benefit from the full spectrum of LGT Private Banking's investment expertise. We actively manage your portfolio using a systematic, independent and disciplined investment approach that is broadly diversified, long term and risk efficient.

  • Selection of best-in-class instruments
  • Construction of a risk-efficient and broadly diversified portfolio

Our investment expertise

Sustainable portfolio management

Do you want your portfolio to support only those organizations and companies that do not negatively impact the environment and society? Sustainability is an integral part of the way we think and act. That means we not only aim to help ensure a better future for everyone, but also better prospects for your investments.

  • The LGT Sustainability Rating for equities, bonds, funds and ETFs
  • Access to the Lightrock impact investing platform and attractive impact investments

Would you like to learn more about sustainable portfolio management?

Our sustainable investments