Trustees and Lawyers A strong partner for trustees and lawyers

At LGT Investment Advisory, we regularly monitor investors’ strategies and check the quality of the securities in their portfolio. If market conditions change, investors receive adjustment proposals. 

Personal advisors attach great importance to knowing the exact needs, personal circumstances and goals of the investor and, based on this, developing customized solutions for the investment of assets. With LGT Investment Advisory, trustees and lawyers have access to LGT’s full range of expertise.

Investment advisory

Because of the dynamic nature and increasing complexity of the financial markets, assets need to be constantly monitored. At LGT Portfolio Management, clients define their personal investment strategy in conjunction with their advisor.

Our investment specialists invest assets appropriately according to client specifications. The investment strategy is tailored to the client’s goals, personal circumstances and individual risk profile. The focus is on her or his specific ideas, wishes and requirements for portfolio management. 

Portfolio management

Our e-services for financial intermediaries consist of our online banking service LGT SmartBanking Pro and various interface solutions.  

With LGT SmartBanking Pro, you can obtain an overview of all your clients, analyze the performance of individual portfolios and execute stock market orders or payments securely and reliably. IT interfaces simplify administration and speed up processes. Assets managers and other financial intermediaries can, for example, automatically download bank documents and store them centrally (e-documents), import portfolio and transaction data into their own software (e-data) or enter stock market orders in their portfolio management system and upload them to our trading system (order interface).  

LGT SmartBanking Pro and e-services

Trustees and lawyers can set up tailor-made investment funds through us in accordance with Liechtenstein or EU law. These private label funds have a name of their choosing, enjoy the same investor protection as public funds and are suitable for structuring assets in a sensible way.

Private label funds are a sensible alternative for foundations or wealthy families to structure and diversify their assets. We provide legal and administrative advice to financial intermediaries and, depending on the mandate, take over fund management and/or fund administration. We also act as a custodian bank. Private label funds are safe, transparent and efficient. Our funds also benefit from the advantages of the Liechtenstein location: legal certainty, fast approval and a first-class credit rating (AAA rating and the only EEA member with the Swiss franc as its currency). 

Private label funds

We support our trustees’ and lawyers’ clients with flexible financing solutions: with Lombard loans for securities purchases, mortgages for real estate purchases or trade financing, we increase their financial room for maneuver.

Financing in Liechtenstein