A wide range of asset management mandates
First-class products, personal advice, and expert knowledge form the basis for your asset management success. Our actions are always guided by performance, and we always emphasise your requirements and goals. Would you like to turn over asset and portfolio management to us and accompany it only on a passive basis? We offer mandates to private and institutional clients that are a good fit in this regard. We take care of your assets, and you gain time for other things.
Mandates for private clients – asset management by professionals
If you decide on our LLB Comfort asset management mandate, you assign the responsibility for your assets to our Asset Management team. As soon as we know your precise goals, we define the investment strategy together with you, taking account of a wide range of reference currencies and risk levels. You can choose among classic, alternative, and sustainable investment strategies.
Mandates for institutional clients – customised solutions for distribution partners
We respond to your needs and develop your investment strategy together with you. Our strengths include mandates designed according to your wishes and specially developed funds. We specialise in managing assets for the public sector and for occupational pension plans.
Your competence centre for investments
The optimal strategy for every asset investment includes a high level of diversification across as many different asset classes as possible. We manage a wide range of mandates:
- Active mandates in individual asset classes and overall allocations
- Mandates for pension schemes and occupational pension provision according to the BVG (Swiss Occupational Pensions Act) and the BPVG (Liechtenstein Occupational Pensions Act)
- Passive mandates in different asset classes