Financial advisor Lausanne

Your financial advisor in Lausanne, LGH & Associés, is at your service to advise and assist you in managing your assets. Our independence, our maximum discretion and our long-term vision make our company a trusted ally in the preservation of your assets.

30 years of experience in wealth management
Extensive knowledge of financial matters
Independence of our advice

The benefits of using a financial advisor

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 :

  • Our many years of experience in the business world;
  • Our knowledge in financial matters;
  • Our transparency and discretion;
  • Our neutral approach: we work in your interest and not that of a bank or a shareholder.

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.

Your financial advisor LGH & Associates

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:

  • Advice on retirement planning;
  • Advice on inheritance and succession;
  • Real estate consulting;
  • Tax advice;
  • Family Office.

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!

We are recruiting

Job offers: we are looking for asset managers interested in leaving their bank
to join our team.

Do not hesitate to contact us, we assure you a total confidentiality.

Why trust us?

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:

  • Neutral advice and approach;
  • Availability;
  • We are here to help you;
  • Same contact person for the long term;
  • Extensive knowledge of financial matters;
  • Extensive network of partners (lawyers, tax specialists, accountants…),
    real estate specialists, etc.);
  • Very attractive rates negotiated with our partner banks
  • Long-term collaboration;
  • With our overview, we identify any duplications that may exist between investment vehicles;
  • Better diversification by combining investment vehicles.

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!

Discover our latest publications
Our methodology

Assessing your situation

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.

Analysis by our specialists

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.

Optimization proposal and quote

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.

Implementation of the solution(s)

After validation, we implement the different solutions. Together we set deadlines for each of our goals to improve follow-up.

Performance / risks / costs

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.

Follow-up / monitoring

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.

Financial advisor Lausanne

Frequently asked questions

Here are the advantages of calling on one of our financial advisors in Lausanne:

  • We are independent contractors offering you a tailor-made approach adapted to your specific needs
  • Free of conflicts of interest, we create a relationship of trust built over the long term
  • We offer you the best choice of products at the best price

When choosing your financial advisor, it is important to consider the following:

  • Your affinity with him
  • His or her experience and level of education
  • Recommendations and recognition in the region
  • The independence of its advice

A financial advisor can be remunerated in three ways:

  • Flat rate
  • Fee schedule
  • Margin on services provided by an external partner (lawyer, real estate specialist, tax specialist, etc.)

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!

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The first step is without obligation!