OUR SERVICES

At (LCRS Swiss & International Ventures Sàrl), we treat our clients as partners in the investment management process. LCRS Swiss & International Ventures Sàrl, service model is based on the establishment of trust and mutual understanding of our clients’ investment needs and how LCRS Swiss & International Ventures Sàrl, can bring unique value to meeting those needs.

Our relationships with our clients are built on proactive engagement. Very early in the process, we strive to intimately understand the current risk profile of our client’s financial assets, as well as their tolerance for risk. Risk is the fundamental consideration for any effective investment strategy.

Once the agreed upon risk limit has been established, we apply our best-in-class expertise to evaluate the universe of potential investment solutions and develop an investment strategy tailored to the client’s needs within their desired risk profile. This is how the relationship begins.

As a LCRS Swiss & International Ventures Sàrl, client, you can also expect to receive not only regular updates on activities in your portfolio but also insightful communications regarding the state of the markets. Most importantly, you will receive frequent updates on how your portfolio will be adjusted and how it will evolve to continue to meet your objectives.

01.

PRIVATE EQUITY

Our Private Equity service is a gateway to exceptional investment opportunities in the private sector. We specialize in identifying companies with high growth potential and innovative business models. Our strategic and hands-on approach focuses on adding value and accelerating growth. By investing in private equity with LCRS Swiss & International Ventures Sàrl, you can access exclusive opportunities, usually reserved for institutional investors, while benefiting from our expertise in navigating these complex markets.

02.

ASSET MANAGEMENT

Asset Management at LCRS Swiss & International Ventures Sàrl, is more than just managing investments; it’s about crafting a portfolio that reflects your unique financial fingerprint. Our asset management approach combines rigorous market analysis, advanced investment tools, and a deep understanding of your personal objectives. We manage diverse assets, from equities and bonds to alternative investments, ensuring a balanced portfolio that maximizes returns while managing risk.

03.

FINANCIAL ADVISORY

Our Financial Advisory service is designed to help you navigate the complexities of the financial landscape. From tax planning to retirement strategies, our expert advisors provide personalized guidance to optimize your financial health. We focus on understanding your individual needs and crafting solutions that address your financial challenges, ensuring a secure and prosperous future.

04.

INVESTMENT STRATEGY

We believe that a well-thought-out investment strategy is key to achieving financial success. Our Investment Strategy service is tailored to develop a personalized roadmap that aligns with your financial goals and adapts to changing market conditions. We combine our market expertise with your personal objectives to create dynamic and effective strategies, ensuring a path to achieving your financial aspirations.

OUR ADDITIONAL

SERVICES

  • Advice on property management

  • Real Estate brokerage

  • Mortgages and Lombard loans

  • Alternative and Private investments

  • tax and estate planning

  • Financial Planning

  • Family office services

  • Multigenerational Management of life insurance policies

  • Trusts

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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..