Setting standards in investment together
For this type of asset management, we define a benchmark together with the client.
The allocation of this asset management product is guided by the client's risk propensity and appetite. Based on this, an optimal portfolio that maximises returns is defined, along with a benchmark. In order for the client to benefit from special market opportunities, we reach an agreement to deviate from the contractually determined benchmark weights for each asset class by a defined extent.
The goal of the LLB investment policy is to achieve better performance than the benchmark, with the aim of participating disproportionately in benchmark gains with somewhat lower losses in the event of setbacks. The product includes full participation in the benchmark development with corresponding losses during negative market phases.
We are always happy to set new standards for your investments
Securing individual assets even in difficult market scenarios, transparent reporting with custom tailoring, implementing ambitious investment goals together – you can trust us on all these points.
Our total return
Broad diversification, flexible allocation, not tied to a benchmark. Your goals and preserving your assets are our focus.
As an investor, you will always know how your investments are doing, and you can call up targeted, individual evaluations via the online client portal.
Your asset situation and goals form the basis for sound advice. We develop an initial strategy for your investments, and you make the ultimate decision.
The aim is to advance your assets together
Get to know us
Who's behind the experts at the LLB? Learn more about us here.
Get in touch with us
Give us a call. We're also happy to assist you by phone.
Let us advise you
Do you have any unanswered questions? We'll find the best solution for you.