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Investment solutions just as you wish
LLB Invest – Your assets in good hands
The LLB offers you customised investment advice and first-class asset management. Whatever your investment goals may be, we design tailored solutions that fit you perfectly.
Advisory models of LLB Invest combine
- first-class advisory competence
- sound investment expertise
- innovative, high-performance information technology
Our investment specialists with access to the international financial markets work closely together with your personal client advisor. This allows us to take care of your assets in the best possible way. With the aid of the latest information technology, we monitor your investments continuously. Using this information, we provide you with optimisation proposals so that you can avoid unnecessary risks and can benefit from the opportunities arising for your assets. All of this is tailored to your very personal needs.
Investment solutions tailored to your needs
Whatever your situation, wishes, and requirements, we have the right solution for you. Choose between models where you are actively involved with us in making investment decisions or where you delegate the management of your assets to us, allowing you to concentrate on other things in life. Whichever model you choose – we are at your side as a reliable partner.
Our client advisors are always here for you and will take the time for whatever you need. Schedule a consultation and enjoy the benefits.
Overview of our advisory models
Talk to your client advisor about which model fits you best:
LLB Comfort: Stress-free – excellent asset management, continuously optimised
- Excellent risk management
- Highest degree of flexibility for portfolio specifications
- Personal advisor
- Access to investment specialists
- Comprehensive support and services
- Active utilisation of market opportunities
- Detailed performance reporting
LLB Expert: Dedicated – always with a finger on the pulse of the market
- Excellent risk management
- Highest degree of flexibility for portfolio specifications
- Personal advisor
- Access to investment specialists
- Proactive information about market opportunities
- Tailored, expanded investment proposals
LLB Consult: Security-conscious – first-class advice
- Excellent risk management
- Personal advisor
- Tailored investment proposals
LLB Basic: Personal – partnership-based support
- Personal advice
- Standardised investment proposals
With LLB Invest, our focus is always on your investment assets in the following ways:
Security and monitoring
You decide how intensively you want us to monitor your portfolio in line with your individual investment strategy. Depending on your choice of advisory model, we will send you reports on deviations from your investment strategy either monthly or as often as you like.
Advice and support
All of the LLB's advisory models offer advice and individual support for your investment assets. You determine the frequency, the communication channel, and the scope of the advice. You have the option of consulting additional specialists as needed.
Optimisation and performance
You decide whether you would like to receive a new investment proposal to optimise your portfolio if the agreed portfolio specifications are breached or opportunities on the market arise. An annual performance report is included as a standard in all models.
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.
Systematic investing
Schedule a consultation with our investment experts and let them advise you.
