Wealth management Lausanne

As a specialist in asset management in Lausanne for over 25 years, LGH & Associés does everything in its power to ensure the long-term future of your assets. As independent advisors, we offer a global wealth expertise and manage your assets according to your degree of risk aversion and your objectives.

Long-term approach
Choice of product according to your risk profile

Entrust the management of your assets in Lausanne to experts - LGH & Associés

As independent financial advisors, we are committed to helping you manage your finances, always putting your best interests first.

Thus, by entrusting us with the management of your assets in Lausanne, you will benefit from :

  • An individual and totally customized approach;
  • A global analysis of your financial situation;
  • Regular follow-up to find effective solutions that adapt to your needs and changes in your life.

Our wealth management experts are at your disposal to provide you with optimum support on a day-to-day basis, whether you’re in Vaud, Valais, Geneva, Fribourg, Lausanne, Neuchâtel or the rest of Switzerland. We look forward to hearing from you!

We are recruiting

We are looking for wealth managers interested in leaving their bank to join our team.

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

Wealth management in Lausanne: our methodology

With 30 years of business experience and investment expertise, we have developed an effective methodology that integrates your profile regardless of your wealth:

  1. We take note of your situation;
  2. We analyze your needs;
  3. We’ll give you a quote and validate your choices;
  4. We implement solutions tailored to your needs;
  5. We take care of increasing your performance;
  6. We regularly monitor your situation.

Our wealth management consultants are at your service to help your assets grow while always respecting the maximum risk you are willing to take.

Do not hesitate to contact us for any information request.

Why trust us?

LGH & Associés has been a specialist in asset management in Lausanne for 25 years. Our primary mission is the creation, growth and preservation of your wealth, so we implement a consistent, independent and tailored strategy for each of our clients.

So here’s what makes us unique:

  • Our attentive listening;
  • Our discretion;
  • Our great availability;
  • Tailored management taking into account your investment preferences;
  • Our network of collaborators: we call on a network of highly qualified specialists (bankers, insurers, real estate experts, tax experts, lawyers and financial planners).

Trust a reference company for wealth management in Lausanne. Call on LGH & Associates for the best results!

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.

Wealth management Lausanne

Frequently asked questions

Your specialist in wealth management in Lausanne has the mission to defend your financial interests and help you make the best decisions. His role is to advise you on the best investment strategy and how to spend your money to achieve your goals.

The asset manager can be employed by a bank or an independent asset manager. Generally speaking, asset managers have studied economics at university or business school , with a background in politics and banking (interest rates).

A portfolio manager is in charge of making financial investments grow. Its role is to manage and select the investments of an individual or a company in the form of shares, bonds, investments, etc., with the aim of achieving the best performance, thanks to an adapted investment strategy.

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