Portfolio-based asset management for long-term success
An optimal reconciliation of your return targets and risk mentality ensures that your portfolio and your investments can develop optimally for the long term.
Given your risk and return targets and your specific needs, we determine the best possible strategic weighting of the individual asset classes for you, based on the insights of portfolio theory and within the permissible bandwidths. In doing so, we take your individual situation into account. With our disciplined investment strategy, we reflect the quintessence of our investment experience in your asset management to implement your own optimal investment strategy. With a focus on preserving value, we make full use of the agreed asset management bandwidths in the individual asset classes (equities, bonds, real estate, and alternative investments) depending on the market situation.
Our alternative solutions for your assets – let us convince you.
With passion, commitment, and sound judgement – this is how we approach our task to develop solutions and offers that will convince and inspire our clients.
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.
Discretionary asset management
You specify the criteria and values, and we place our own emphases in order to develop a holistic investment strategy.
Take time for your investments, and we take time for you
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.