advisory portfolio management.
We believe a proactive approach is needed when navigating today’s fast-evolving investment world. That’s why we offer our clients an expert guide.
Our advisory investment management is based around personalised, structured, and holistic investment advice that is designed to realise your objectives, both today and in the future.
We define a strategy together and tailor it to your needs: in terms of the flow of investment ideas, local market and tax specificities, and frequency of contact and interaction with our investment experts.
Our advisory solutions are expressly designed to meet your requirements. And whichever investment advisory offering you choose, our technology offers transparent portfolio monitoring, analysis and reporting.
Our offering is continually evolving, informed by industry innovations, and more than 220 years of experience in serving clients.
your investment advisory journey.
We invest the time to get to know you. This creates a dynamic exchange of ideas tailored to your unique circumstances and goals.
Your relationship with us will evolve over time. The way we work with you can be summarised as follows:
- Establishing your objectives, tax needs and requirements
- Defining your risk profile and investment strategy
- Evaluating and selecting investment ideas
- Assessing your situation, to ensure our service remains relevant to your needs
Our approach to investing continues to focus on in-house research and analysis, backed by rigorous risk management.
In a constantly changing world – geopolitically, economically, technologically, and socially – we remain focused on our core mission: to help our clients preserve and grow their assets over the long term.
in control, expertly guided.
We leverage our in-house expertise to provide you with a stream of investment ideas.
Our 200+ investment professionals include macroeconomists, strategists, analysts, sustainability experts and portfolio managers.
Our teams cover all the major asset classes, as well as alternative and private assets, structured products, fund and exchange-traded product selection teams.
Our portfolio managers work in tandem with our wealth planners. They are based across our 25 offices worldwide and offer in-depth knowledge and experience of local markets.
building your advisory portfolio.
Your relationship manager or dedicated investment advisory expert is a conduit between you and the full range of our in-house expertise.
They will provide you with actionable, personalised investment ideas that draw on the knowledge and experience found across our investment teams, and that match your needs, preferences, and attitude to risk.
a choice of advisory solutions – active and activeplus.
Different clients require different solutions.
We provide two advisory approaches in most markets, Active and ActivePLUS.
Our core offering focuses on personal service, investment excellence, active risk monitoring and customisable reporting. ActivePLUS clients can also benefit from additional features.
leading wealth management technology.
As an advisory client, you can also benefit from our award-winning, global technology platform. This platform is used across our bank, and now by other private banks and family offices. It’s the product of 25 years of continuing investment and refinements.
Our client interface is called My LO. It enables you to view and analyse your portfolio in complete security on web, tablet or mobile. Customisable reporting gives you the ability to consolidate portfolios, view assets and liabilities across markets, currencies, and jurisdictions.
My LO key features:
- In-depth portfolio monitoring
- Comprehensive overview of your wealth 24/7
- Regular portfolio reviews and secure messaging with your relationship manager
- Granular portfolio analysis with our intuitive dashboard
- Ability to consolidate portfolios, view assets and liabilities across markets, currencies and jurisdictions
- Detailed performance attribution, down to each individual position
- Access to market data, our research and publications, and all banking correspondence
the next economic revolution.
Sustainability is one of our core investment convictions.
Changing investor demands and consumer behaviour, cheaper technologies and new regulations are shifting us towards a circular, lean, inclusive and clean (CLIC®) economic model. This opportunity is re-shaping risk and return across all sectors.
Companies are central in the shift towards sustainability. Our role is to identify those that can provide the solutions needed, and those that have the vision to adapt to this new economic model.
in a nutshell – our investment advisory offering.
Personal service
- Our tiered service allows you to choose how you want to be advised. It is built around personal relationships and individually tailored advice.
Investment excellence
- We offer targeted investment intelligence, with insights across asset classes. Our experts are dedicated to ensuring your portfolio is efficiently structured and optimised to meet your goals.
Active risk monitoring
- We believe in exploiting opportunities while actively managing risk. Our risk mitigation includes automatic ‘health checks,’ designed to keep your portfolio within defined boundaries.
Customisable reporting
- Our leading technology platform gives you the ability to consolidate portfolios, view assets and liabilities across markets, currencies, and jurisdictions.
share.