LMG's offering is versatile so that it achieves the right equilibrium between the European style "Private Bank" approach and the Anglo-Saxon style "Brokerage" approach. It also combines the advantages of a product centric company with those of an independent wealth management organization.

LMG provides wealthy individuals and families (defined as professional clients under the MiFID client categorisation) with professional and personalised investment management and advice. This service includes discretionary management and advisory mandates.

The access to LMG's asset management services could not be easier. LMG is happy to intervene on clients' existing accounts, but it also has selected custodians in various jurisdictions if the client prefers to have a new account dedicated to LMG's activity.

Discretionary Management

Investors who wish to delegate to LMG investment decisions entrust us with a discretionary management mandate. LMG defines, builds, implements and actively manages the portfolio in accordance with clients’ investment requirements. LMG continuously monitors risks and accordingly adjusts exposure. LMG makes sure clients are regularly informed about the performance and any material change in the allocation.

Advisory Management

LMG’s advisory mandates are suitable to investors who wish to retain full control over their investments. LMG provides its clients with investment recommendations based on their risk profile and investment criteria. The clients make the final decision on whether to act on these recommendations and most often we execute the transactions.

Investment Philosophy

We strive to build portfolios that will achieve the correct asset allocation according to each client’s investment goals and risk appetite.

Stressed markets conditions have demonstrated a high degree of asset classes correlation. We construct portfolios which are hedged against such systemic risks by combining traditional allocation bucket with absolute return and asymmetrical investment strategies.

We achieve portfolio diversification through management style and asset class diversification.

Our portfolios include individual securities and funds, both traditional and alternative. They generally consist of a core dynamic asset allocation bucket combined with an alpha bucket and a strategic and tactical opportunities bucket. We also may add an overlay for currency, market and tail risk hedging.