ASSET
At LCRS Swiss & International Ventures Sàrl, we have one philosophy and strategy for managing clients portfolios that can be customized to accomplish different objectives for the investor. Customization occurs based upon clients individual tax, income and personal values, allowing for flexibility in the portfolio construction process.
TAILORED
ASSET ALLOCATION
Every client has their own unique asset allocation and risk parameters that may include investing in bonds when appropriate. The portfolio management team will assess the client’s needs and make suitable recommendations for certain allocations within the portfolio.
MANAGEMENT KEY FIGURES AND FACTS
12+ team members
15+ investment professionals
USD 0.3bn under management
Presence in 9 countries and territories
Team with 100+ years of experiences
Our expertise in connecting the developed and developing world allows us to unlock sustainable investment opportunities for investors in all regions. Through a long-term commitment to our clients and a structured and disciplined investment approach, we deliver solutions to support their financial ambitions.
As of 2021, we managed Swiss Franc 0.3 billion globally for a range of clients, from wealthy individuals to commercial and corporate clients, financial intermediaries, retail and private banking clients.
Contact us if you have any questions
Have a questions? We are always interested in what you have to say, so why not get in touch? If you have any questions or queries, please click on the button (Contact Us) below to get in touch with us, and we will get back to you as soon as possible..