Overview:
LB (Swiss) Private Bank is uncompromising in our commitment to your wellbeing and success. For that reason, they attach tremendous value to the trusting, personal and long-term accompaniment of our clients. A frank and in-depth discussion between banks’ represents the starting point for this type of successful partnership.
In a qualified analysis of your financial means and objectives as well as your level of risk tolerance, banks’ advisors draw on their experience, know-how and the latest analytical methods, all in your best interest. Sophisticated software tools support this process and generate a meaningful investor profile.
Banks’ advisor will discuss with you in detail the findings of this thorough analysis. On that basis, our team of specialists work up investment concepts that are tailored to your specific profile and cover all asset classes – either for all of your assets or merely certain portions. Depending on the agreement between bank and the type of mandate you grant, LB (Swiss) Private bank supports and advise you in building your wealth, structuring your assets and managing your portfolio.
For bank’s range of products, they have developed a novel investment approach that is aimed at achieving a sustained positive return for each calendar year. This increases the chances that, even in unfavourable economic phases, your asset growth will outperform inflation and risk-free interest rates.
History:
Founded in 1994 as Bankinstitut Zurich. Later renamed Bayerische Landesbank (Switzerland) Ltd. Merged with Helaba (Switzerland) Landesbank Hessen-Thüringen Ltd. and current name adopted in 2001.
Formerly known as:
Bankinstitut Zurich. Bayerische Landesbank (Switzerland) Ltd
Portfolio management – a tad more personal
Everything has it own advantages. Therefore, you can decide how your portfolio should be managed at LB(Swiss) Privatbank AG. The scale is finely graduated to meet your personal needs – from «individual» to «mandate-based».
In the individual approach, we allocate the assets in your portfolio according to your desires and preferences. For example, you might prefer certain industries, take into account your specific tax circumstances, add your market assessment to our interactive relationship, or weight certain investment holding periods according to your own wishes – all of this in a mutually trusting dialogue with your advisor.
If you wish to relieve yourself of the arduous tasks involved in constantly monitoring the market and making specific decisions, you can grant us a mandate to manage your portfolio. We will attend to your assets in accordance with a thorough, jointly generated analysis that precisely sets out your financial objectives and personal risk profile. In doing so, we take various investment approaches, be they oriented towards a specific benchmark or target return.
Depending on your risk profile, financial goals and investment horizon, you can choose the investment model that suits you best. As a general rule, disproportionate exposure to equities entails a heightened risk of value fluctuations – but also a greater opportunity for reward.
Your advantages at a glance:
• Differentiated investment strategies, each with its own risk/reward profile
• Relief from having to constantly follow the markets
• Certainty of our total commitment to managing your portfolio prudently
• The know-how of experienced financial analysts and portfolio managers
• Relief from having to perform administrative tasks
• A clear overview of your portfolio and transparent reporting
The reins are in your hand at all times – the advisory mandate
If you wish to remain lord and master over your own finances and take individual investment decisions on your own, you will find us to be a highly attentive partner. In a regular, intensive and qualified dialogue with your personal client advisor, you will benefit from our comprehensive market monitoring and analyses as well as the related investment recommendations.
In whatever area you wish to be unburdened, we stand ready to assist you with an unusual array of services – for example, by providing you with individualised, special forms of reporting or relieving you of administrative tasks.