Services

Our principal services include independent financial advice, wealth management and succession planning.

 

The main drivers behind these services are:

LAM often offers its clients support in addition to what is listed above. Generally, and both with and without the assistance of independent experts, this can include any type of investment operation, advice on tax and insurance, wealth consolidation, the development of real estate portfolios, legal advice, commercial transactions, and, not least, tailor-made services that may also include seeking out residences for clients or schools for their children.

 

Personalised assistance: LAM always puts its clients and their interests first, giving them individual advice and devising tailor-made solutions for them.

 

Protection and discretion: Among LAM’s primary concerns is that it should offer its clients the best possible protection of their interests and also treat with the utmost discretion any sensitive information received from them in the course of their professional relationship.

 

Personalised performance: LAM manages its clients’ wealth flexibly and in line with an investment strategy agreed with them, taking into account changing conditions in the market.  This is made possible by sound and ongoing training and by outstanding knowledge of the sector.

 

Lasting trust: LAM aims to build lasting personal relationships with its clients that are founded on deep-rooted trust and mutual respect.

 

Independence and flexibility: LAM chooses financial products on the basis of its own ideas and convictions. LAM’s success as a business group is directly dependent on that of its clients and that’s why keeping clients satisfied is a matter of priority.