LGT Capital Management AG

Fund Company

LGT Capital Management AG - http://www.lgt.com
 
LGT Group is the largest Private Banking and Asset Management group in Europe that is wholly-owned by an entrepreneurial family.  As the family office of the Princely Family of Liechtenstein,  they possess extensive experience in the management and diversification of family assets. They also use this expertise to work out and implement solutions for the client's assets. In doing so, they combine tried and tested services in private banking and asset management with supplementary offerings such as philanthropy and fine art advice.

Services

LGT Private Banking:  Personal and comprehensive service and care for private clients
  • Investment advice and wealth management
  • Loans and financing
  • Philanthropy
  • Fine art advice

LGT Asset Management:  Asset management for private and institutional clients
  • Global selection of successful investment managers
  • Formulation and optimization of investment strategies
  • Development and realization of investment processes, products and solutions

Princely Family as the owner

As an entrepreneurial family, the Princely Family of Liechtenstein has personally owned and managed LGT for over 80 years – which these days is a truly unique constellation, even among private banks. The resulting entrepreneurial understanding and conduct is especially valued by clients who are or were themselves business owners.

LGT Group's key figures (As at 30.06.2012)

   
Assets under management (CHF billions)   94.7
Total assets (CHF billions)   26.7
Equity capital (CHF billions)   3.1
Total operating income (CHF millions)   466.3
Group profit (CHF millions)   129.8
Net asset inflow (CHF billions)   5.5
Employees worldwide   1773
Locations worldwide   22
BIS core tier 1 capital ratio (%)   20.2
Ratings Standard & Poor’s / Moody’s
for LGT Bank in Liechtenstein Ltd.
 

A+ / Aa3


Long-term strategy and corporate philosophy

The family-managed, simple and stable ownership structure of LGT Group allows them to pursue a long-term corporate strategy, while also making decisions rapidly and independently. They do not seek to optimize short-term profits, but rather strive to achieve long-term investment success. In doing so, their primary goal is to align the interests of LGT and its staff with those of their clients. As a result, besides the owner family, many members of the management team invest significant amounts of their own capital in the same investment programs as their clients.  A strong culture, inspired by their owner the Princely Family of Liechtenstein, shapes LGT Group. Underpinning their business activity is a long-term and forward-looking approach to the way the company thinks and acts. At the same time, they are constantly striving for even better solutions and continually refining their products and services.

Company

Fund Name

ISIN

Currency

Inception Date

Rating

Risk

Profile

LGT Capital Management AG

LGT Equity Fund Continental

LI0015327906

EUR

30/09/2000

3

High

The objective of this segment is to invest in shares of European companies and achieve a reasonable total return for this market segment. Investments are made according to the principle of risk diversification and within the scope of sustainability. The currency designation in the name of this segment refers to the segment’s currency of account. It is not compulsory for all or even the majority of the segment’s investments to be made in this currency.

LGT Capital Management AG

LGT Eqty Fd Global Sector Trnd USD

LI0015327955

USD

31/03/1999

3

Medium

The objective of this segment is to invest in shares worldwide and achieve a reasonable total return for this market segment. The segment shall predominantly invest its assets in equity securities and participation rights (shares, participation certificates, dividend-right certificates, etc.) of companies worldwide. The relative appeal of the individual sectors is regularly reviewed on the basis of observations of stock market trends produced by economic cycles and a systematic analysis of market information, and the results are implemented in the selection of individual stocks.

LGT Capital Management AG

LGT Eq Fd Em Europe and MENA B Cap

LI0046413329

EUR

12/11/2008

5

Medium

N/A

LGT Capital Management AG

LGT advantage FX systematic B Cap

LI0113202514

EUR

01/09/2010

NULL

NULL

N/A