LMP FINANCE Suisse SA offers tailored investment management solutions designed to meet the specific needs of each client. Its team of experts constructs customized portfolios and delivers a highly dedicated service designed to meet even the most complex requirements.
The investment strategy, through a disciplined process of diversification and careful selection of instruments, aims to generate returns in all market conditions, providing clients with consistent and sustainable performance.
Wealth Management
We offer tailored financial solutions to meet the specific needs of each client, along with personalized strategies designed to maximize market opportunities and minimize portfolio volatility risks:
Comprehensive management and analysis of the client’s overall wealth
Detailed analysis of structural costs
Analysis and optimization of the risk/return profile
Family Office
Thanks to our partnerships with leading multidisciplinary professionals, we provide a full-service approach designed to meet the following needs:
Estate and insurance planning
Tax optimization: domestic and international
Real Estate
Our Investment Approach
The team dedicated to asset management actively manages a wide range of financial instruments, both directly and through specialized funds across multiple asset classes: bonds, equities, currencies, and alternative investments. These can be combined within multi-asset strategies to turn market complexities into opportunities.
Our portfolios benefit from today’s most important condition: the liquidity of the underlying assets.
The Decision-Making Process
The investment strategy begins with an analysis of the main macroeconomic drivers and an assessment of the relevant sector context.
Next, the investable universe is defined through a structured process that integrates fundamental analysis, technical analysis, and an evaluation of flows and relative strength across different asset classes.
The process concludes with the selection of individual securities for the portfolio, aligned with the defined return objectives and risk profile.
Investment
Strategy
Within our wealth management offering, we provide five types of portfolios for clients, differentiated by the maximum allocation to equities and commodities.
Moderate
Equity allocation: 0-30%
Commodities allocation: 0-15%
Balanced
Equity allocation: 0-50%
Commodities allocation: 0-20%
Balanced Aggressive
Equity allocation: 0-70%
Commodities allocation: 0-30%
Dynamic
Equity and commodities allocation: 0-100%
Customized
Fully flexible allocation (0-100%) for clients seeking a personalized portfolio management approach.
