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DirectoryFinance & InsuranceFunds & Investment CompaniesLausanneLGH et Associés SA
LGH et Associés SA Logo
Verified· 3 sources

LGH et Associés SA

Summary

About the company

LGH et Associés SA provides wealth management and asset management services, including discretionary mandates, analysis-and-optimization mandates, family office services and support for tax regularization in collaboration with legal and tax partners.

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Products & services

Industry:Funds & Investment Companies
✓ Offered
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Analysis and optimisation mandate
Independent external advisory without conflicts of interest to analyse the portfolio, risk profile, bank costs and investment strategy, with regular follow-up and corrective measures.
Classic portfolio management mandate
Portfolio management with an analysis of personal circumstances and objectives, assessment of investments, restructuring recommendations and fee negotiation.
Financial planning
Comprehensive analysis of the wealth situation, including liquid and real-estate assets, commitments, retirement provision, taxes and inheritance law, with product proposals.
Provision after tax regularisation
Pension solutions linked to tax regularisation, with reduced tax burden, improved retirement and cover for disability and death.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 7 reviews across all connected sources

Sources
GGoogle57
★TrustpilotSoon
PProvenExpertSoon

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Location

Place de la Navigation 2
1006 Lausanne
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-141.541.831
Founded
2022 · 4 years
Last commercial register change
July 2, 2024
Employees
1 to 10

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