Our holistic advice
Innovation and expertise
Comprehensive advice based on a personal relationship of trust – that is our tradition. We accompany you individually right from the first conversation all the way to the continuous optimisation of your investment strategy. We augment this good tradition with continuous innovation and the latest information technology.
Four steps to managing your assets successfully
Our first step is to analyse your asset situation and develop possible scenarios. Together with you, we design your personal investment strategy. We continuously monitor your portfolio risks and actively recommend suitable investment opportunities to you. Together, we regularly review your goals – and make adjustments where necessary. Using four factors for success, we offer you comprehensive, competent, and innovative asset management:
Understanding your situation
Your individual needs and wishes and your financial goals and circumstances form the basis for identifying your personal investor profile. 80% of investment success depends on the strategy chosen. Our experience shows that investor needs are generally concentrated on a small number of risk/reward profiles. We therefore offer six investment strategies – risk-controlled in the reference currencies CHF, EUR, and USD.
Defining your strategy
Of course we also take individual wishes into account in regard to markets, currencies, and other factors. Even implementation based on specific themes (sustainability, demographics, dividend opportunities) is possible at any time. We visualise your investment strategy for you in a simple and understandable way. We can show you interactively how your assets would have developed during historical market events. Test how well your strategy would have performed in a past economic crisis compared with other investment strategies.
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 to achieve the best possible risk/reward ratio. This proposal shows you clearly and understandably why the recommendations are the best solution for your situation, providing the ideal basis for your implementation decision.
Monitoring your strategy
We use innovative technology to monitor your portfolio systematically. Where action needs to be taken, we will send you according to your advisory model a new investment proposal. In that way, you can minimise risks and take advantage of market opportunities.
LLB Invest – A perfect fit for you
Come see us
Visit one of our branches. We look forward to giving you tailored advice.
Get in touch with us
Call us. We're happy to assist you by phone as well.
Schedule a consultation with our investment experts and let them advise you.