Skip navigation Menu Home Wealth Management Investment philosophy and process Print Social Links A wealth of skills but a single philosophy We never lose sight of the fact it is your money that we manage. More information From accumulation and preservation through to the succession of your assets, we help you to meet your financial goals whilst working within your risk parameters. In so doing, we focus on long-term thinking, our leading investment expertise as well as our active management approach. We take the time to understand you and your investment requirements, and build a portfolio around your specific needs. That’s why every LGT Vestra portfolio is unique. Clients’ interests first We listen carefully to you in order to understand your financial goals and personal circumstances. We believe clients are individuals and that the portfolio should fit the client, never the other way around. Our advice is aligned to nobody’s interests but your own. Needs and goals change which is why we regularly review whether your strategy and portfolio remain consistent with your requirements. Long-term focus We place great emphasis on establishing lasting partnerships with our clients. We prioritise long-term value creation over short-term profit maximisation. We look for areas of the market that we believe will respond well to future economic and political stimuli and allocate the portfolio weightings accordingly. Our expertise When it comes to scenario analysis, strategic asset allocation and the construction of portfolios, our experts are leaders in the field. We have always striven to reduce the opacity of the investment industry. As our role is to invest on your behalf, quite simply, if we cannot understand how an investment can provide benefits to you, we will not use it. Investment beliefs We do not invest in anything we do not believe in. Our rigorous investment process means if we feel unsure about an investment we simply won’t invest in it. We don’t sell in-house products and we don’t have product sales targets which means our advice is truly impartial. Overview of our investment approach More information Our Investment Committee comprises our best experienced investment managers and asset class specialists. Their role is to set the overall investment strategy of the firm. The process starts with a top-down discussion of the macroeconomic outlook. This leads into a discussion of our market views, which are published in a monthly document after the meeting. The underlying composition of the funds is assessed to check that the overall positioning is consistent with the Investment Committee views. This takes into account such things as sector, country and styles of investment within the equity exposure. Investment approach brochure Twitter Linked in Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested. LGT Vestra Wealth Management Fiduciary Financial Advisers Commitment About us Publications Quicklinks Portfolios Insights Media Literature LGT Vestra LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales: OC329392. Registered office: Fourteen Cornhill, London, EC3V 3NR. © Copyright 2021 Publishing information| Legal notice| Data Privacy Notices| Modern Slavery Statement| Cookie settings| Sitemap The value of investments and the income from them can fluctuate. You may not receive back the amount you originally invest. Information on cookies We use cookies to provide you with an optimal experience when using this website. You can decide which cookies you wish to allow. Find out more at Data privacy notices. Technically essential Statistics Marketing Information on cookie types Confirm selection Accept all