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Our holistic advice
Identify your investor profile
Innovation and expertise
Comprehensive advice based on a personal relationship of trust – that is our tradition. In line with your personal preferences, we accompany you every step of the way, from the first consultation all the way to the ongoing optimisation of your investment strategy. With us, this client-centric tradition goes hand in hand with continuous innovation and the use of the latest in information technology.
Four steps towards successfully managing your assets
First of all, we analyse your asset situation and develop possible scenarios. Together with you, we design your personal investment strategy. Upon your request, we continuously monitor your portfolio risks and recommend suitable investment opportunities. Together, we regularly review your goals – and make adjustments where necessary. Relying on four factors for success, we offer you comprehensive, competent and innovative asset management.
Please note:Investing in securities also involves risks, asset prices can fluctuate considerably depending on the strategy, and capital losses are possible.
Step 1: Understanding your situation
We determine your personal investor profile based on your individual needs and wishes, your financial goals and your financial situation. Investment success depends to a large extent on the chosen strategy. Our experience shows that investors' needs are usually focused on a few specific risk-return profiles. That is why we offer six investment strategies - risk-controlled in the reference currencies EUR, CHF and USD.
Step 2: Defining your strategy
Of course we also take individual wishes with regard to markets, currencies, and other factors into account. We provide a simple and easy-to-understand visualisation of your investment strategy. We can show you interactively how your assets would have performed during historical market events. Test how your strategy would have performed during a past economic crisis compared to other investment strategies.
Step 3: Implementing your strategy
Based on your personal investment strategy, your individual wishes, and the bank's market analyses and recommendations, you will receive a customised investment proposal that aims for the best possible risk/reward ratio. The proposal will point out clearly and understandably why the recommendations provided are the best solution for your situation, providing the ideal basis for your implementation decision.
Step 4: Monitoring your strategy
We use innovative technology to systematically monitor your portfolio. Where action needs to be taken, we will send you a new investment proposal in accordance with your advisory model. This allows you to minimise risks and take advantage of market opportunities.
LLB Invest – A perfect fit for you
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Please note: This information is a marketing notification that has been prepared by LLB (Österreich) AG and all of its subsidiaries (LLB Invest KAG, LLB Immo KAG and LLB Realitäten KAG) exclusively for general information purposes. Publication, reproduction or disclosure of this information without approval from LLB (Österreich) AG and its subsidiaries is prohibited. It was not prepared in compliance with the legal provisions on promoting the independence of financial analyses and is not subject to the trading ban following the distribution of financial analyses. This document constitutes no financial analyses, no investment recommendation and no investment advice. It contains neither an offer to conclude a contract on an investment service or ancillary service nor a request to make an offer to conclude a contract on an investment service or ancillary service or to carry out other transactions. To the extent that this notification refers to products for which a prospectus must be published as prescribed by capital market law regulations, this information in no way replaces the prospectus, which is published by the relevant issuer.
Every capital investment involves a risk. In some circumstances it may lead to a total loss of the capital employed. Performance in the past does not promise future returns. As not every transaction is suitable for every investor, investors should consult their own advisors for financial, legal, tax or other questions (including, but not limited to legal or tax counsel).
