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Investments made to measure and tailored you needs
Identify your investor profile
Investment advice just as individual as you are
Tradition meets innovation – to live up to this aspiration, we take a progressive and forward-looking approach in developing new solutions and services for you. Combined with our long-standing wealth of experience as Austria's leading asset management bank, this approach makes us the excellent partner you deserve when it comes to investing your assets.
Our comprehensive investment advisory portfolio is geared towards your individual wishes and requirements. With LLB Basic, LLB Consult and LLB Expert, you can choose from three advisory models that stand out thanks to first-class advisory competence, in-depth investment expertise and innovative information technology.
We recommend, you decide
You are familiar with the most important financial markets and want to make your own decisions on how to invest your assets? Thanks to our innovative and flexible advisory models, it is up to you to determine how closely your portfolio should be monitored and how much advice and support you want to receive. Our experts are available to assist you at any time. Upon request, they will provide you with specific tips and recommendations for your investment strategy, but the final decision remains with you. Professional asset management cannot eliminate all risks (exchange rate risk, currency risk, credit risk etc.) that arise with investing. With the LLB Basic, LLB Consult and LLB Expert models, we are always at your side as a faithful and strategic partner. LLB Basic gives you access to an annual professional advisory consultation. If you choose LLB Consult or LLB Expert, we will notify you, if you so choose, of any deviations from the strategy and of any changes likely to have an impact on risk.
LLB Expert: Dedicated – with a finger on the pulse of the market
LLB Expert guarantees you advice from our experts that is tailored to your needs. If you wish, we will monitor your portfolio and make suggestions for optimisation. In this way, we ensure the best possible management of your fixed assets.
Our investment specialists are also on hand to offer their extensive expertise when needed. LLB Expert thus provides you with the best possible support for actively managing your assets yourself while at the same time benefiting from our expert knowledge.
LLB Expert – your advantages at a glance
Please note: Professional asset management cannot eliminate all risks (e.g. fluctuation in value) that arise with investing.
Security and monitoring
- Personal, customisable investment strategy
- Suitability check for purchase and sale decisions
- Easy-to-understand presentation and recording of your decisions
- What if? Strategy review on the basis of historical market scenarios
Advice and support
- Personal advice tailored to your needs
- Access to investment specialists
- Portfolio strategy consultations at any time
- Personal notification when an opportunity arises to optimise your portfolio
- Confirmation of investment proposals via Mobile Banking
Optimisation and performance
- Use of innovative information technology for ongoing optimisation of your investments
- Updated investment proposals where deviations from your investment strategy arise
- Regular reallocation proposals aimed at significantly improving your portfolio's risk and return
- Periodic alignment of your investments with current sell recommendations
- Detailed analyses of current and target portfolios
- Tactical investment recommendations upon your reques
LLB Consult: Security-focused – first-class advice
LLB Consult guarantees you access to personal investment advice. In the event of any deviations from your personal investment strategy, we will, upon request, notify you and make specific recommendations, which we will implement in accordance with your investment decisions.
LLB Consult – your advantages at a glance
Please note: Professional asset management cannot eliminate all risks (e.g. fluctuation in value) that arise with investing.
Security and monitoring
- Personal investment strategy
- Optional regular risk monitoring of your strategy
- Suitability test for buy and sell decisions
- Easy-to-understand reporting and recording of your investment decisions
- What if? Strategy review based on historical market scenarios
Advice and support
- Tailored personal advice
- Optional annual portfolio strategy consultation
- When action needs to be taken, you will receive an investment proposal via your preferred communication channel
- Confirmation of investment proposals via Mobile Banking
Optimisation and performance
- Use of innovative information technology for ongoing optimisation of your investments
- Updated investment proposals where deviations from your investment strategy arise
LLB Basic: Personal – partnership-based support
As an investor, you make long-term investment decisions. LLB Basic gives you access to professional advisory services. We offer you an annual strategic portfolio consultation where, upon your request, we can show you the options you may have to optimise your investments.
LLB Basic – your advantages at a glance
Please note: Professional asset management cannot eliminate all risks (e.g. fluctuation in value) that arise with investing.
Security and monitoring
- Standardised investment strategy
- Easy-to-understand reporting and recording of your investment decisions
- What if? Strategy review based on historical market scenarios
Advice and support
- Personal advice
- Optional annual portfolio strategy consultation, including investment proposals
Optimisation and performance
- Use of innovative information technology for ongoing optimisation of your investments
- Updated investment proposals should deviations from your investment strategy arise
Tailored investment advice that fits 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).
