Innovation and expertise
Comprehensive advice based on a personal relationship of trust – that is our tradition. In line with your personal preferences, we accompany you every step of the way, from the first consultation all the way to the ongoing optimisation of your investment strategy. With us, this client-centric tradition goes hand in hand with continuous innovation and the use of the latest in information technology.
Four steps towards successfully managing your assets
First of all, we analyse your asset situation and develop possible scenarios. Together with you, we design your personal investment strategy. Upon your request, we continuously monitor your portfolio risks and recommend suitable investment opportunities. Together, we regularly review your goals – and make adjustments where necessary. Relying on four factors for success, we offer you comprehensive, competent and innovative asset management:
Step 1: Understanding your situation
We determine your personal investor profile based on your individual needs and wishes, your financial goals and your financial situation. Investment success depends to a large extent on the chosen strategy. Our experience shows that investors' needs are usually focused on a few specific risk-return profiles. That is why we offer six investment strategies - risk-controlled in the reference currencies EUR, CHF and USD.
Step 2: Defining your strategy
Of course we also take individual wishes with regard to markets, currencies, and other factors into account. We provide a simple and easy-to-understand visualisation of your investment strategy. We can show you interactively how your assets would have performed during historical market events. Test how your strategy would have performed during a past economic crisis compared to other investment strategies.
Step 3: Implementing your strategy
Based on your personal investment strategy, your individual wishes, and the bank's market analyses and recommendations, you will receive a customised investment proposal that aims for the best possible risk/reward ratio. The proposal will point out clearly and understandably why the recommendations provided are the best solution for your situation, providing the ideal basis for your implementation decision.
Step 4: Monitoring your strategy
We use innovative technology to systematically monitor your portfolio. Where action needs to be taken, we will send you a new investment proposal in accordance with your advisory model. This allows you to minimise risks and take advantage of market opportunities.
LLB Invest – A perfect fit for you
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