Portfolio Management
Active management of diversified investment portfolios across equities, fixed income, alternative assets, and structured products, with a focus on risk-adjusted returns.
What We Offer
Our Services
Five specialised business units. One integrated approach. AI Development & Integration is delivered through AI-Augmented Development Teams, enterprise workflows, and measurable outcomes in speed, cost, and delivery quality.
Business Unit 01
LMG Investments
LMG Investments applies a disciplined, research-driven philosophy to identify and develop high-quality investment opportunities. We focus on long-term value creation through rigorous analysis, active portfolio management, and astute risk calibration.
Direct Investments
Selective direct investments in private companies, real estate, and strategic assets, guided by thorough due diligence and long-term value perspectives.
Capital Allocation
Strategic capital deployment decisions informed by macroeconomic analysis, sector trends, and individual asset fundamentals.
Investment Structuring
Design and implementation of tax-efficient, legally sound investment structures tailored to client objectives and Swiss regulatory requirements.
Risk Assessment
Comprehensive risk evaluation frameworks covering market, credit, liquidity, and operational risks across all asset classes.
Performance Reporting
Transparent, detailed investment performance reporting with clear attribution analysis and forward-looking scenario modelling.
Business Unit 02
LMG Corporate Governance
LMG Corporate Governance oversees and coordinates all administrative, legal, and compliance functions of the group. These activities are carried out in collaboration with licensed Swiss service providers, ensuring full regulatory compliance and operational integrity.
Governance & Administration
Group‑wide coordination of statutory obligations, corporate records, and board administration.
Regulatory Compliance
Monitoring of compliance requirements, liaison with external legal and fiduciary partners, and oversight of AML/KYC processes.
Financial Coordination
Preparation of internal financial documentation and collaboration with external accountants and auditors for statutory reporting.
Domicile & Representation
Management of the group’s registered office and coordination with authorised Swiss representatives.
Secretarial Services
Board meeting organisation, minute preparation, corporate records maintenance, and shareholder communication management.
Corporate Structuring
Support in the organisation and optimisation of the group’s legal entities in Switzerland and internationally.
Business Unit 03
LMG Advisory
LMG Advisory provides senior-level strategic counsel to leadership teams navigating complex business challenges. Our advisors bring decades of combined experience across M&A, market entry, restructuring, and growth strategy — delivering clarity when it matters most.
M&A Advisory
Buy-side and sell-side advisory for mergers, acquisitions, and divestitures — from target identification and valuation through to deal structuring and closing.
Market Entry Strategy
Comprehensive market analysis and entry strategy development for businesses seeking to establish or expand operations in Switzerland or European markets.
Business Restructuring
Operational, financial, and organisational restructuring advisory to improve performance, reduce costs, and position companies for sustainable growth.
Corporate Strategy
Long-term strategic planning, business model evaluation, competitive positioning analysis, and growth roadmap development for established and emerging businesses.
Succession Planning
Family business succession planning, shareholder agreement structuring, and leadership transition management to ensure continuity and preserve enterprise value.
Transaction Support
Financial and commercial due diligence, transaction structuring support, and post-merger integration advisory to maximise deal value and minimise risk.
Business Unit 04
Cloud Effect Online
Enterprise AI Consulting Unit of LMG Group AG
Cloud Effect Online is the enterprise AI consulting unit of LMG Group AG. It designs AI development workflows, automation integration, and delivery operating models for enterprise teams.
Multi-Agent Orchestration
Design and implementation of multi-agent orchestration for analysis, implementation, testing, and operations with enterprise-grade controls.
AI-Assisted Development Workflows
Structured workflows for planning, coding, review, testing, and release using AI assistance across the full software lifecycle.
No-Code + AI Extensions
Rapid process automation with no-code orchestration and AI extensions for custom decision logic and operational acceleration.
Enterprise Automation Architecture
Architecture across data, model, orchestration, and application layers to integrate AI automation into enterprise systems securely.
AI-Augmented Development Teams
Operating model with 4-5 internal specialists paired with AI Developers to increase throughput and reduce external dependency.
Delivery Workflow and Outcomes
Workflow: assess, redesign team setup, integrate automation, govern, scale. Outcomes: 70-90% lower external development costs, faster cycles, and higher maintainability.
Offshoring + AI-Augmented Development
Offshore AI Developers operating multi-agent pipelines raise velocity and quality while reducing delivery costs by 50-70% and lowering organisational complexity.
Part of LMG Group AG
Cloud Effect Online
Cloud Effect Online combines enterprise AI consulting, workflow design, and execution support for controlled transformation at scale.
Enterprise AI consulting and integration
AI-assisted software delivery workflows
Multi-agent automation architecture
Team model redesign with AI Developers
Measurable outcomes in cost, speed, and quality
Business Unit 05
Silverleaf Studio
AI Silverleaf Studio is the AI product and automation venture of LMG Group AG. It builds autonomous products and systems including ezSites, Assistant Pro, Cyber Poker, and ezPresence OS.
AI Product Venture Model
Product strategy, architecture, and delivery for autonomous AI products that can move from prototype to production quickly.
ezSites
Autonomous web and content operations platform for rapid digital execution and repeatable publishing workflows.
Assistant Pro
AI assistant platform for workflow execution, knowledge operations, and productivity at team and enterprise levels.
Cyber Poker and ezPresence OS
Applied autonomous systems for real-time decision environments and persistent AI-driven presence operations.
Multi-Agent Development Capabilities
End-to-end multi-agent development across planning, implementation, QA, and operations for faster product cycles.
Enterprise Product Outcomes
Reusable AI product modules that improve delivery speed, reduce external dependency, and support long-term internal ownership.
Offshoring + AI-Augmented Delivery Model
Offshoring paired with AI-augmented development raises velocity and quality, reduces costs by 50-70%, and simplifies execution through a smaller internal core plus AI-supported offshore teams.
Interested in working with LMG Group AG?
Contact us to discuss how our business units can support your objectives.
Get in Touch