Your relationship manager will actively engage with you to thoroughly understand your plans and ambitions. Our investment services follow a disciplined and collaborative approach designed for the long term. We believe in empowering wealth through a holistic understanding of each client’s goals.
A holistic approach to your wealth
Our clients benefit from our teams’ in-depth knowledge of the regional investment landscape. We offer tailored wealth management and advisory solutions, supported by in-house expertise in asset management, philanthropy and family governance. Open and transparent communication is central to our culture – our Asia Pacific-based private banking team share knowledge in a spirit of collaboration.
Our regional investment strategy team offers you independent and unbiased advice with a focus on clear communication and easy implementation.
Our investment capabilities are shaped by the Princely Family’s endowment-style investment strategy and our preference for a diversified portfolio approach. Our investment recommendations have a longer-term outlook where we feel that the probability of success is higher. Nonetheless, decisions are also made in the context of capturing tactical opportunities, satisfying customers who like to trade over shorter time periods.
Investment idea generation
We source investment ideas from both in-house and third-party research and take a thoroughly objective view towards idea sourcing.
Communications: verbal, written and electronic
We provide a daily market commentary and a weekly market outlook with product updates to our clients. In these thematic presentations we highlight timely, actionable investment considerations.
We offer individually managed discretionary mandates based on your specific needs. Given the dynamic nature and increasing complexity of the financial markets, your assets are constantly monitored. If you do not have sufficient time to manage your assets or are less familiar with the global markets and the opportunities offered by today’s financial instruments, you can commission our specialists to take care of your investments professionally and individually.
What you can expect from us
LGT portfolio management mandates
In all LGT portfolio management mandates, the assets are broadly diversified to reduce risk and are invested in a large number of asset classes. By monitoring risk on a continuous basis, we ensure that your mandate follows the course that you have set, which in turn is defined on the basis of your risk appetite.
Choice of LGT portfolio management mandates
Our regional investment advisory team provides market-driven investment ideas which aim to benefit from short as well as long-term strategic and tactical opportunities. If you are interested in developments on the financial markets and would like to make your investment decisions yourself, we provide you with professional and intensive advisory services that assist you to make prudent investment decisions.
Fixed income
Foreign exchange and commodities
Equities
Structured products
Our regional team provides comprehensive manager research on in-house as well as third-party funds, both in the traditional as well as in the alternative space, with a view to identify outstanding fund managers that tend to appeal to our Asian clients.
The investment products which we have selected for you are subject to an ongoing qualitative and quantitative review by the managed solutions team. We thereby ensure our product offerings are consistent with our best-in-class philosophy.
They provide proactive investment guidance to our relationship managers, portfolio management, portfolio advisory and active advisory colleagues.
Portfolio advisory is a client facing, strategic and asset allocation-driven service with a focus on managed products (i.e. portfolio management mandates and funds). The service is designed to address your specific interests and objectives with a portfolio-based approach, drawing from the entire universe of investment opportunities.
This non-discretionary offering is predicated on four key pillars:
Through working with your relationship manager, we periodically review the portfolio with you to make sure it is consistent with your investment objectives and our market outlook.
Our regional team leverages the full range of LGT capabilities to match your requirements applying a consultative approach:
Are you a high-net-worth investor who would like to have regular interaction with a seasoned LGT investment professional providing unbiased views? Advice and discussions are primarily centered around capital markets with short- to medium-term, or long-term strategic views and implementation mainly through direct securities, structured products, ETFs, derivatives, currencies, but also mutual funds and private market solutions.
This integrated and holistic premium service is designed to support you in managing your risks and enhancing your returns through working with your relationship manager. You always act as the ultimate decision-maker and benefit from a disciplined and structured investment process with advice that is customized to your needs, interests and pace. You decide whether to follow and how, when and what to invest in.
We have two offerings for you:
Transaction-based advice
Timely and unbiased investment advice, by preliminary screening suitable ideas from our open-architecture investments platform.
Transaction and portfolio-based advice
You can choose from three different subsets by risk level. Each subset has its own asset mix comprising various target allocations in line with LGT’s house view.
Our philosophy emphasizes efficient, responsive and personal communication, supported by a culture of openness.
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:
Forward-looking for generations
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