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Investments made to measure and tailored to your needs
Investment advice just as individual as you are
Tradition meets innovation – in keeping with this statement, we always adopt a progressive and forward-looking approach when working on our solutions and services for you. In combination with our wealth of experience as a traditional bank, this allows us to serve as the high-quality partner at your side, time and again.
Our comprehensive investment advisory portfolio is invariably geared towards your wishes and requirements. With LLB Basic, LLB Consult and LLB Expert, you have access to three advisory models that stand out thanks to their incorporation of first-class advisory competence, in-depth investment expertise, and innovative information technology.
Our recommendation – your decision
You are familiar with the most important financial markets and want to make your own decisions on how your assets are invested? Thanks to our innovative and flexible advisory models, you determine yourself how intensively your portfolio is monitored and the scope of the advice and support you receive. Our experts are available to assist you. On request, they will provide you with specific tips and recommendations on your investment strategy – the final decision lies with you. With the LLB Basic, LLB Consult and LLB Expert models, we are at your side as a faithful and strategic partner. LLB Basic gives you access to an annual professional advisory consultation. For LLB Consult and LLB Expert, we will actively inform you in the event of deviations and notify you of any changes with an impact on risk. In the meantime, you can enjoy your daily activities with peace of mind and focus on the nice things in life.
LLB Expert: Dedicated – always with a finger on the pulse of the market
LLB Expert guarantees you advice from our experts that is tailored to your needs. We monitor your portfolio continuously, inform you of any developments with an impact on risk, and immediately send you proposals for optimising your portfolio. This enables us to take care of your investment assets in the best possible way.
Our investment specialists are also on hand to provide you with their proven expertise on request. LLB Expert offers you the ideal prerequisites for actively managing your assets yourself while at the same time benefiting from our specialist knowledge.
LLB Expert – your advantages at a glance
Security and monitoring
- Personal investment strategy with optional tailoring
- Regular risk monitoring, even daily if desired
- Suitability test of buy and sell decisions
- Comprehensive reporting and recording of your investment decisions
- What if? Strategy review based on historical market scenarios
Advice and support
- Personal advice tailored to your needs
- Access to investment specialists
- Strategic discussion of your portfolio available at any time
- Personal notification if an opportunity arises to optimise your portfolio
- Confirmation of investment proposals via Mobile Banking
- Tax documents
Optimisation and performance
- Use of innovative information technology for ongoing optimisation of your investments
- Updated investment proposals where deviations from your investment strategy arise
- Regular reallocation proposals aimed at significantly improving your portfolio's income and risk
- Periodic alignment of your investments with current sell recommendations
- Detailed analyses of the current and target portfolios
- Tactical investment recommendations upon client request
LLB Consult: Security-conscious – first-class advice
LLB Consult guarantees you personal investment advice. At the same time, continuous monitoring minimises the risks in your portfolio. Should we notice deviations from your personal investment strategy, we will actively inform you and offer you concrete recommendations. Then we will implement whatever investment decision you make.
LLB Consult – your advantages at a glance
Security and monitoring
- Personal investment strategy
- Regular risk monitoring of your strategy
- Suitability test for buy and sell decisions
- Comprehensive reporting and recording of your investment decisions
- What if? Strategy review based on historical market scenarios
Advice and support
- Tailored, personal advice
- Optional annual strategic discussion of your portfolio
- When action needs to be taken, you will receive an investment proposal via your preferred communication channel
- Confirmation of investment proposals via Mobile Banking
- Tax documents
Optimisation and performance
- Use of innovative information technology for ongoing optimisation of your investments
- Updated investment proposals where deviations from your investment strategy arise
Tailored investment advice that fits 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.
