Personal asset management with LLB Comfort
Do you want to invest your assets professionally without having to spend a lot of time yourself? If you issue us with a corresponding mandate, our asset management experts will take on this task from an amount of just CHF 100'000.
How do you benefit from LLB Comfort?
Tailored to you
Together with you, our specialists will determine your customised investment strategy.
Your portfolio will be monitored continuously
We keep an eye on opportunities and risks and adjust your portfolio continuously to meet changing market conditions.
You’ll always be kept well informed
You’ll receive comprehensive information on a regular basis about how your assets are performing.
Reduce the risk of picking the “wrong” moment to invest
With our Anti-cyclical accelerator, you can use price declines to invest at a favourable time and gradually build up your share of equities.
Fair all-in pricing models – the choice is yours
One price – all-inclusive. Choose a low-cost flat rate or an attractive performance-based rate with a high-water mark.
Your money in professional hands – more time for yourself
Leave your daily investment decisions and securities account administration to our more than 50 investment experts with over 700 years of financial market experience.
LLB Comfort: Stress-free – excellent asset management, continuously optimised
LLB Comfort offers you active and professional management of your assets – tailored fully to your personal situation and needs. Our investment experts analyse and evaluate the financial markets for you continuously, making timely and automatic adjustments to your portfolio according to the current market conditions. Permanent monitoring of your portfolio, broad asset diversification, and detailed reporting give you security. And that gives you time to spend on the things important to you.
Flexible solutions for your portfolio
Irrespective of whether you prefer management with individual securities or actively or passively managed investment funds, we create a first-class portfolio for you which – distributed over various asset classes and currencies – optimally combines our proprietary and third-party products. You can therefore rest assured that we will make the best possible selection for you.
Attractive pricing models – you can choose
For all active asset management models you can choose between the all-in fixed-fee model and our innovative performance fee model with high watermark.
Your expectations – our performance
We see ourselves not only as your bank, but also as a reliable partner. Together, we will develop a strategy that fits your personal requirements and wishes. We always work in a transparent manner and are here for you to answer your questions.
LLB Comfort – our offers at a glance
Security and monitoring
- Personal investment strategy with optional customisation
- Permanent monitoring of your portfolio
Support and interaction
- Personal advice tailored to your needs
- Delegation of investment decisions to the bank's specialists
- Access to investment specialists
- Annual strategic discussion and performance analysis of your portfolio
- Tax documents
Optimisation and performance
- Active and professional asset management
- Continuous adjustment of your portfolio to the current market conditions
- Detailed performance report
Your path to the right strategy
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.