Services
The client retains access to and control over the bank deposit or account at all times and defines the type and nature of the services offered by LIMMIG PARTNERS AG from the outset. The following services are available to the client.
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LPA Advice
Are you an investor who looks for a sparring partner with comprehensive expertise to better your investment decisions?
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LPA Manage
Are you an investor who looks for a trusted partner providing you with peace of mind by managing your investment portfolio?
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LPA Family Office
Are you looking for an independent investment office adding value to your investment success and beyond?
LPA Advice
LPA ADVICE is designed for clients who wish to actively participate in the investment decisions and manage them through LIMMIG PARTNERS AG. Together with the client, we tailor the portfolio to their individual financial goals and risk tolerance. We offer active monitoring and transparent reporting to keep investments and risk management on track, whether the client is an experienced investor or just starting out. Our commitment to the financial well-being of our clients ensures that their investments are in competent hands.
With the support of our experience, network, and knowledge, we will be able to work with the client to increase portfolio returns and reduce costs while the client always has full transparency and control. Additionally, we organize quarterly review meetings and are always a competent point of contact for the client.
LPA Manage
LPA MANAGE is aimed at clients seeking first-class financial services and wishing to delegate the responsibility and management of their wealth to LIMMIG to maximize the growth and security of their investments. We offer a comprehensive range of wealth management solutions tailored to the specific financial goals and risk tolerance of our clients. We provide diversified portfolios with various investment strategies, including different asset classes such as equities, fixed income securities, and alternative investments, to ensure a balanced and resilient approach to wealth building.
With continuous monitoring and proactive rebalancing, we adapt to changing market conditions to seize opportunities and mitigate risks. Our commitment to transparency means that the client receives regular, detailed reports on the performance of their portfolio, keeping them informed every step of the way.
We prioritize the financial well-being of our clients and offer a trustworthy partnership to achieve their investment goals.
LPA Family Office
LPA Family Office is designed for wealthy families and individuals seeking comprehensive, independent advice in the form of a structured investment process through investment analysis, strategy development, investment concept creation, and implementation with predefined target and result reviews. The result review involves the performance and fee control of the portfolio manager at the respective custodian bank.
The focus is on the investment concept, return vs. risk vs. costs, and implementation across multiple custodian banks with monitoring through a consolidated wealth overview.
The implementation of wealth management is carried out through the portfolio management of the respective custodian bank chosen by the client, meaning the client directly signs a wealth management contract with the custodian bank. However, a combination of self-managed and externally managed assets is also possible.
In addition to comprehensive financial advisory services for wealthy families and individuals, we also assist our clients with other financial and non-financial matters. For this, we rely on a competent network of specialists, such as lawyers for legal or tax advice and inheritance law, financial planners for pension and succession planning, as well as insurance matters.