Calling on a financial advisor in Lausanne for the management of your assets is to put all the chances on your side to have peace of mind and ensure your financial security.
By calling on the services of an independent , local financial advisor, you will benefit from :
Don’t wait any longer to take advantage of our sound financial and wealth management advice to secure your assets, whatever your activities or your company’s sales! LGH & Associés is at your service whether you are in the canton of Vaud, in Valais, in Geneva, Fribourg, Lausanne, Neuchâtel or the rest of Switzerland.
Looking for a financial expert? LGH & Associés will help you manage your assets. Each financial advisor on our team is able to take care of your assets from A to Z, always with the utmost discretion.
Thanks to our large network of partners, we can offer you a wide range of services in order to provide you with solutions in line with your needs. You can therefore count on our help in the following areas:
Our financial experts are here to help you! Based in Lausanne, we are available throughout French-speaking Switzerland, as well as German-speaking Switzerland and Ticino, to advise you and answer all your questions. Do not hesitate to contact us!
Job offers: we are looking for asset managers interested in leaving their bank
to join our team.
Our financial advisors in Lausanne offer you a trusted alternative to advice from your banker or trustee. We are independent and place our customers’ interests at the heart of our priorities.
Here are the many benefits of working with us:
With over 30 years’ experience in financial consulting, LGH & Associés is committed to finding solutions tailored to your needs and bring you the best results. Do not hesitate to contact us to explain your situation and your expectations!
By starting with an exchange of ideas, by listening to your concerns and by popularizing the various problems you have to face (sometimes complicated by certain establishments in order to enhance their products), we clarify the individual needs in order to allow you to clearly understand the stakes and to arrive at the best strategic choices.
Audit by our network of bankers (asset managers, financial analysts, credit managers, SME and corporate managers), insurance experts, real estate experts, tax experts, lawyers and financial planners is a structure comparable to a "human-sized" family office. Our organization can easily be compared to the asset management of large fortunes or the management of your company's capital, and enables us to respond to your needs efficiently.
We'll present you with the results of our specialists' evaluations and analyses, and help you make the right choices. Our solutions as well as our products allow you to benefit from our structure while keeping your relationships with your bank or your other providers. You benefit from transparent pricing, budgeted services, and fees negotiated directly by LGH with its various service providers.
After validation, we implement the different solutions. Together we set deadlines for each of our goals to improve follow-up.
We do not limit ourselves to the assets you entrust to us, but include in our thinking the whole of your assets. This approach allows us to take a global view. If, for example, you entrust us with the management of a securities portfolio, we define its importance and function together. Is it a simple liquidity reserve or does it represent a major part of your assets? Such a global vision allows us to control the overall risk for your assets. Moreover, it leads us naturally to a number of other considerations, in particular tax and inheritance, generating risk-free performance.
Your wealth evolves throughout your life, influenced positively or negatively by your various private or professional situations, but also by changes in the law and the markets. We (LGH and our partners) have the expertise and the overview. As soon as an opportunity arises, we will notify you! It is unfortunate that you only act when you meet with your advisors. Tracking your business and monitoring your assets allows you to anticipate and make the right decisions, which will ultimately lead to sustainable wealth creation.
Here are the advantages of calling on one of our financial advisors in Lausanne:
When choosing your financial advisor, it is important to consider the following:
A financial advisor can be remunerated in three ways:
Want to know more about our rates? Our financial advisors in Lausanne will be happy to provide you with more information. Do not hesitate to contact us!
The first step is without obligation!
LGH & Associés helps individuals, entrepreneurs or families, whether or not they are established in Switzerland, to find simple, rapid and effective financial solutions.
+41 (0)21 311 29 60
+41 (0)79 286 41 14
p.descloux@lgh-associes.ch
+41 (0)21 311 29 60
+41 (0)78 860 14 44
l.hauswirth@lgh-associes.ch
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