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In order to help our clients optimize their wealth management, we take an active advisory role through taylor-made solutions.

After having carefully studied the client’s profile taking into consideration his professional, familial and personal situation, his investment objectives, his personal needs, the risk appetite and the investment horizon, we elaborate an investment strategy.

Our relationship managers work closely with product specialists and financial analysts.

Our range of financial products and services includes:

  • Advisory
    In order to play an active role in the investment decisions of our clients, LF Finance offers advisory and asset allocation services:
    • set up of an investment strategy to optimize the risk return profile through an asset allocation,
    • taylor-made investment proposals based on an analysis of the investment objectives, the risk tolerance and the time horizon,
    • regular follow up on the portfolios covering a review of the asset allocation, the embedded risk, and the evolution of holdings.
    • solutions for restructuring existing portfolios.

  • Brokerage
    Our teams provide coverage of the major financial markets around the world to trade different types of instruments, mainly stocks, bonds and options.

  • Funds
    LF Finance offers access to a platform of 15,000 funds covering the most famous fund managers around the world. From this platform, our specialists identify the best funds in each asset class or in every geographical area. To implement this strategy, we have developed a reliable analytical approach for our funds selection process.

  • Private Equity
    For sophisticated clients, we offer a limited selection of Private Equity funds.

  • Structured Products
    These products are regularly offered to private and institutional clients. Services include advisory, structuring and distribution. Products are structured on an opportunistic basis or tailored to meet a specific customer request. In addition, our experts select and recommend structured products which are offered by other banks and are available for subscription.

  • Credit Facilities
    We offer credit facilities against the pledging of a portfolio of securities (stocks, bonds, mutual funds, money market investments) and holdings in accounts.

  • Cash Management
    Products and services cover current account transactions, forex transactions and hedging, fiduciary deposits, transfers and credit cards.

  • Estate Planning
    As part of our advisory role, we propose customized structures notably through the establishment of offshore companies, trusts or foundations.
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