Planting the seed for a successful future
In today’s increasingly complex market and regulatory landscape, Lyon’s Wealth Planners can advise and support you and your family with long-term financial planning solutions that can weather all seasons.
A comprehensive advisory process
You can trust Lyon’s Wealth Planners to employ a holistic advisory process as well as draw upon a well-established network of external specialists and providers when devising the best possible solutions to meet your needs. The solutions are designed to meet your requirements so that they are in line with the increasingly complex regulatory environment worldwide.
Are you interested in learning more about Lyon’s wealth planning services? Your relationship manager would be delighted to provide you with more detailed information.
Personalized solutions for your requirements
With extensive professional expertise, a well-established global network, and a steadfast commitment to serving client needs, the specialists at Lyon are highly-adept in taking good care of your wealth.
By entrusting Lyon with your wealth via the Discretionary Mandate Offering, you can relieve yourself from the day-to-day burden of managing your assets, so that you’ll have time for other meaningful pursuits.
A contemporary approach for your investments
Lyon offers a range of discretionary mandates, covering various characteristics, strategies, assets and reference currencies. In keeping with today’s investment horizon, Lyon adopts a forward-looking investment style that is actively managed by keeping an ear to the ground, dissecting the facts and by decisively taking calculated risks to generate enhanced returns over the longer term.You can relax in knowing that all solutions offered are through an open product platform¹, so that you’ll receive the best possible solution from a spectrum of leading internal and external financial instruments.
You will always be informed
Our clear and transparent reporting framework keeps you regularly informed on the status and performance of your portfolio. We regularly review your strategy with you to ensure that it is still appropriate to your situation, your expectations and your objectives. And when these change, we adapt the strategy accordingly.
If you are an active investor and follow events on the worldwide markets with great interest, you may appreciate Lyon’s Investment Advisory Services. This offering enables you to attain additional knowledge from Lyon’s investment market specialists, tailored specifically to your needs.
Main features of our Advisory Services
- You’ll receive solutions tailored to your investment needs and goals, with instruments from Lyon’s open product and service platform
- You’ll be continually updated on new developments, opportunities and risks and have access to the very best investment ideas
- You’ll make the final investment decisions yourself
Take advantage of new opportunities
Utilise a wide spectrum of credit products that are secured against your portfolio. With this type of financing, you retain your portfolio investment while increasing your financial flexibility. The maximum amount of the credit given depends on the lending value of your portfolio.
This instrument is suited for clients with an existing investment portfolio who wish to leverage their portfolio in pursuit of higher investment returns or for diversification reasons or who have short-term liquidity needs. Also enables engaging in derivative financial instruments by providing the required security margin.
We offer a wide range of customised solutions to meet your individual financing requirements and achieve your personal investment goals.
You can benefit from a professional range of services with client-oriented solutions for the worldwide settlement of transactions as well as centralised safekeeping and administration of securities and the uniform, comprehensive reporting of individual or consolidated portfolios.
Our Custody Services include
- Safekeeping of securities and other assets
- Settlement of all securities transactions
- Administrative acts/notifications and processing of corporate actions
- Collection of interest, dividends and principal repayments
- Securities lending and borrowing
- Cash management
- Interest on current account balances
- Flexible and user-specific reporting services
- Compliance monitoring
- Access to a network of carefully selected sub-custodians & clearing houses