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Prince Liechtenstein Investment Port (900 Yrs. entrepreneurial history) -…
Prince Liechtenstein Investment Port
(900 Yrs. entrepreneurial history)
Managed through LGT group
AUM @ CHF 19 Billion/ USD 20B (and CHF 1B for Princely Family itself) / YTD manages CHF 359.6 Billion/ $415B.
Subsidiary
LGT Private Banking
LGT Capital Partners (alternative investments)
Lightrock (impact invesing)
Net Asset inflows CHF 5.9B
continued expansion into Australia, India, Thailand & Japan to strengthen regional diversification.
CORE port (22%)
aimed to generate long-term return w/ LOWER volatility compared to conventional global EQ port.
Port mix = broad diversification, risk management & sustainability for steady growth w/ controlled fluctuations.
Private Equity
Global Equity
AI/ Tech
Fixed Income (FIF)
Real assets
Vienna Holdings i.e. Liechtenstein Palace
Private Debt
Financial Service (LGT group itself)
Agriculture & food i.e. RIceTec
Wine & Viticulture i.e. Hofkellerei Liechtenstein
Renewable energy & forestry i.e. Wilfersdorf
Art collections
Private debt
Hedge funds & multi alternatives
Insurance-linked securities (ILS)
SATELLITE Port
Integrated ESG
Climate/ Decarbonisation Funds via Lightrock i.e. AI-driven climate solutions.
non-LGT holdings i.e. real estate, agriculture
Private Equity Funds i.e. buyouts in US/EU via LGT Capital partners
STRATEGY:
The Princely Strategy
aims
to generate long-terms returns similar to a global equity port with lower price fluctuations.
Port
- Multi Asset
Sustainable investing
Impact investing
Wealth Planning
ESSENCE:
client who invest w/LGT invest according to the same strategy as our owner, the Princely Family.