The information contained on the following pages is directed only at persons who are "professional clients" for the purposes of the rules of the Financial Conduct Authority in the United Kingdom and should only be accessed by such persons. If you are in any doubt as to your classification, you should not proceed. By clicking here you confirm that you are a "professional client".
In addition to our Model Portfolios and Volare Multi-Asset Funds, we are able to offer your clients bespoke portfolios. Through the Bespoke Portfolio Management Service your clients will have a portfolio built based on what they want to achieve and the level of risk they want to take. This is why every LGT Vestra portfolio is unique.
You will be involved at every stage of the investment manager’s interaction, as we understand that this is your client.
The way we build portfolios is guided by a set of key principles:
Our advice is aligned to nobody’s interests but your client’s.
Our rigorous investment process means if we feel unconvinced about an investment strategy we simply won’t invest in it.
Our research team always takes time to thoroughly understand investments before we invest.
We always try to deliver the service you require. If we do not meet your service expectations then we do not deserve to retain you as a client.