Asset management and financial advice

As an independent Luxembourg asset manager, we work closely with you to develop tailored strategies and concepts for managing your assets.

The goal of our management strategies is to achieve the perfect composition of your portfolio. Particularly in times of uncertain and volatile capital markets, the increase and stability of your returns is our top priority.

In order to provide our clients with the best possible advice, we rely on comprehensive, independent research that is always up to date. Individual investment objectives are achieved through carefully selected investments and portfolio optimisation.

We offer you various ways of collaboration: Within the framework of a mandate, you can entrust us with the entire management of your wealth. But we are also happy to advise you if you prefer to make your own investment decisions in dialogue with us.

In this case, we provide you with our expert knowledge and suitable independent solutions of versatile, investment – ranging from equities, certificates and investment funds to corporate, convertible and foreign currency bonds.

 

Brokerage and commission trading

We trade over-the-counter in corporate/hybrid and convertible bonds as an external broker.

In this context, we also develop investment ideas. This service is offered to selected institutional clients.

 

Fund management and fund distribution

Decisions for the best investment

Before making an investment decision, we check each company for solid profit growth, a good return on equity, low debt and a high cash flow.

The fund management has successfully implemented this investment philosophy since the launch of the LiLux Rent and LiLux Convert funds. Both funds have been convincing with their above-average performance from the very beginning. For this reason, our funds consistently occupy top positions in renowned fund awards, such as the FERI EuroRating Award or the €uro Fund Award.

Monthly updated factsheets and quarterly reports inform you about all strategic decisions of our fund management and the performance of the “LiLux Funds”.