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Investment Advisory for informed investment decisions

With LGT Investment Advisory, you enjoy comprehensive support ensuring the best possible implementation of your investment strategy. Take your own investment decisions based on the tailored investment proposals of your personal LGT investment advisor.

As part of LGT's investment advisory services, your investment advisor frequently monitors your investment strategy.
More information As part of LGT's investment advisory services, your investment advisor frequently monitors your investment strategy.

LGT provides you with an experienced relationship manager who has access to the expertise of all LGT business units. We regularly and professionally monitor your investment strategy and provide you with investment proposals whenever conditions on the market change. This allows you to make informed decisions when managing your investments.

Your personal investment advisor

Your investment advisor attaches importance to getting to know your needs, personal situation and objectives precisely, and to drawing up customized investment solutions. Long-term relationships founded on trust are at the heart of our financial advisory services. This includes reliability and continuity as well as a transparent pricing structure.

As part of this personal investment advisory service, your advisor is engaged in a constant dialog with you in order to prepare investment proposals that are perfectly geared to your individual needs and investment objectives. He has access to investments everywhere in the world as well as the expertise of our asset management and research specialists.

Two personal Investment Advisory options

Your investment strategy is defined by you and your investment advisor.
More information Your investment strategy is defined by you and your investment advisor.

Investment Advisory

As part of our investment advisory services, we monitor your investments to ensure that your portfolio structure still meets the investment strategy defined by you and your investment advisor. We also use our analyses of global financial markets and investment opportunities to assess the medium- and long-term prospects for the asset classes and individual securities in which you have invested. We monitor the maturities of bonds and structured products in your portfolio and provide you with reinvestment proposals.

Your advisor will also be happy to arrange for investment experts with whom he is in close and regular contact to attend meetings with you to discuss strategic investments.

Your Investment Advisory advantages at a glance:
 

  • Definition of an individual investment strategy
  • Professional monitoring of your portfolio
  • Proactive proposals for optimizing your portfolio
  • Ongoing exchange of ideas with your personal advisor
  • You take your own investment decisions.
Proactive investment advisory by LGT investment experts.
More information Proactive investment advisory by LGT investment experts.

Active Investment Advisory

We offer an active investment advisory service to professional investors such as family offices who actively trade on the capital markets. In addition to your personal relationship manager who will advise you professionally and comprehensively, you also have regular contact with our investment experts.

Our investment experts intensely monitor the global investment and financial markets and analyze the resulting opportunities and risks. They use these findings to provide you with regular investment proposals ranging from short-term trading ideas to medium- and long-term investment recommendations. On request you will also receive up-to-date information on the financial markets.

Our advisory services and information allow you to take rapid and informed investment and trading decisions.

Your Active Investment Advisory advantages at a glance:
 

  • You are informed topically and proactively about investment opportunities and trading ideas.
  • You are in regular and close contact with our investment experts.
  • You take your own investment decisions.

Would you like to find out more about our advisory approach?
Make an appointment for an informal discussion with our local experts

LGT’s ratings and awards

Moody's: Aa2
Standard & Poor's: A+
Handelsblatt Elite Report
WealthbriefingAsia Awards 2018
The Banker
Global Private Banking Awards 2018
Global Private Banking Awards 2018
PEX 2017
UK Pensions Awards 2016
European Pensions Awards 2016
European Pensions Awards 2016
Asian Investor Asset Management Awards 2016
HFM Awards 2015
UCITS Hedge Awards 2015
Beste Bewertung der LGT durch Asset Management Awards
Beste Bewertung der LGT durch Asset Management Awards