We never lose sight of the fact it is your money that we manage.
From accumulation and preservation through to the succession of your assets, we help you to meet your financial goals whilst working within your risk parameters. In so doing, we focus on long-term thinking, our leading investment expertise as well as our active management approach. We take the time to understand you and your investment requirements, and build a portfolio around your specific needs. That’s why every LGT Vestra US portfolio is unique.
The Investment Committee is comprised of our most experienced investment managers and asset class specialists. Their role is to set the overall investment strategy of the firm.
The process starts with a top-down discussion of the macroeconomic outlook. This leads into a discussion of our market views, which are published in a monthly document after the meeting. The underlying composition of the portfolios is assessed to check that the overall positioning is consistent with the Investment Committee views. This takes into account such things as sector, country and styles of investment within the equity exposure.