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.
Based on your personal situation and your individual objectives and wishes, we work together with you to develop the appropriate investment strategy for your asset management mandate. Taking account of your preferred implementation form, we actively manage your custody account and continuously adjust it to new market conditions. We will also regularly inform you about the performance of your investments in a detailed report. We also waive trailer fees (retrocessions). This means you know your assets are in good hands.
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.
LLB Comfort – your advantages 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 report for Switzerland and abroad
Optimisation and performance
- Active and professional asset management
- Continuous adjustment of your portfolio to the current market conditions
- Detailed performance report
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.
Our LLB Comfort asset management model stands for:
We assess your situation and understand your wishes and goals. On the basis of the framework conditions set, we determine your strategy and the appropriate implementation variant – supported by our advisors and investment specialists.
Expertise and progress
Our asset management experts have many years of experience and always have their fingers on the pulse of the latest developments. This combination is supported by the use of the latest information technologies so that we can offer you the best possible results.
We provide detailed and regular updates on the performance of your assets – in transparent performance reports, designed in line with GIPS standards.
More time for you
We reduce your burden by assuming responsibility for daily investment decisions and we take over the administration of the custody account.
Sustainable investment out of conviction
Our sustainability approach is designed to actively meet the challenges currently facing humanity, such as climate change. All of our asset management mandates are managed with various levels of sustainability orientation (ESG/ESG+).
Fair – attractive pricing with choice
Our pricing is set at fair conditions. In addition to waiving commission fees, we also offer performance-based pricing models in asset management with a variable performance fee component with a high watermark.
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.
Schedule a consultation with our investment experts and let them advise you.