The strategy pursues a long-term investment approach based on disciplined, consistent risk management and broad diversification. Long-term asset allocation positions the strategy for future scenarios, as determined by disciplined scenario planning analysis. ESG and climate considerations are integrated at all levels within the investment process. The strategy aims to deliver equity-like returns, but with lower risk than equity-type investments.
The Princely Strategy combines the entire investment expertise of LGT and is the flagship product of the firm. Clients can invest their assets according to the same endowment-like strategy as the Princely Family of Liechtenstein and benefit from this long-standing expertise.
The strategy is an actively managed multi-asset portfolio and invests in a wide range of asset classes and markets. It aims to generate long-term returns similar to a listed global equity portfolio, but with lower price (risk) fluctuations through broad diversification.
Receive ongoing access to LGT Wealth Management’s insights and observations - a curated stream of thought leadership, market perspectives, and strategic updates designed to inform sophisticated investors.
