FUNDS AND SOPHISTICATED SOLUTIONS
Thanks to Zest SA, strategic partner and member of LFG Holding, LIC is structured to follow its clients and business partners alongside the entire value chain of the asset management industry. Zest is authorized to launch and manage European collective investment schemes (both UCITS and Alternative Investment Funds) as well as alternative investment vehicles such as Actively Managed Certificates.
Therefore, LIC can support, directly or through its strategic partner, Institutions and Individual investors, facing needs of varying nature and complexity, to design, structure, and manage (or outsource the management) of a wide range of vehicles and financial products.
US CLIENTS: A UNIQUE CENTER OF COMPETENCE
Thanks to LFA SA, strategic partner and member of LFG Holding, LIC has access to one of the leading providers of international investment exposure to investors who are citizens of the US – living anywhere in the world.
LFA is authorized by the Security Exchange Commission US SEC, to provide investment advisory services to US investors. Its independent financial management services are precisely tailored to the needs of clients who want performance, risk management, and tax-efficient investment services for their assets. Its clients benefits from an extensive experience and network of partners that include primary Swiss banks, international law firms, estate planners, cross-border private clients, and CPAs.
FAMILY OFFICE SERVICES
Thanks to Essentia Family Office SA, strategic partner and member of LFG Holding, LIC has access to a dedicated team of professionals offering a full range of family office management services. Essentia FO can help international families facing sophisticated and complex financial and governance structures, offering them a service similar to what large billion-dollar families typically receives from their own family office.
Essentia FO is structured to assist its clients in different areas such as the oversight of advisory and accounting activities, legal and fiduciary advices, family continuity and business dynamics, and fiscal and corporate issues.
Within the portfolio of services offered, the Consolidated Reporting provide a full oversight of clients’ investments across multiple banks, strategies and asset classes. A state-of-the art technological tool allows clients to directly access their consolidated portfolios and to easily monitor the overall performance, ensuring alignment with their goals.
LIC offers sophisticated financial solutions to the clients through customized dedicated investment products. These products are tailored to meet the specific needs and goals of each individual or institution. They are designed to provide a unique combination of features such as capital protection, higher returns, and diversification benefits.
We start by conducting a thorough financial analysis to gain a complete understanding of our client's current financial situation, including her/his assets, liabilities, income, and expenses. We then work with our clients to set specific financial goals and objectives, such as maximizing returns, managing risk, and achieving liquidity needs.
Once we have a clear understanding of our client's financial goals, we offer a wide range of customized products that can be tailored to meet their needs. These products can include:
Equity-linked notes: These products offer exposure to underlying assets such as stocks or stock market indices, while also providing capital protection through options or other financial derivatives.
Investment Funds: Through companies belonging to our same group, LIC can help clients structuring dedicated Funds. Typically, collective investment schemes represent an interesting proposition for UHNWI and Families looking to centralize the management of their wealth, especially in the case of a mix of liquid and illiquid assets, while optimizing generational succession planning.
LIC’s experienced financial advisors and wealth managers are dedicated to provide a personalized service and expert guidance to help you achieve specific financial goals. LIC’s professionals are always available to meet clients to discuss their financial progress and make any necessary adjustments to their financial plans. LIC also provides regular performance reports and updates on the structured products, so clients can keep track of their investments.