Lloyd Capital LLC, based in Switzerland, offers investment management and advisory services to high-net-worth individuals, trusts, corporations, and investment structures who are generally U.S. persons. Lloyd Capital focuses on international diversification with liquid investments, mainly equities and bonds. Clients can choose from balanced, long-term growth, and concentrated equity strategies. Lloyd Capital tailors its services to individual client needs and objectives.
Fee Structure
Lloyd Capital's fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.3% to 0.7% per year. The exact percentage is negotiable and depends on factors like the size of your portfolio and the complexity of your situation. There is a minimum fee of CHF 2,500 for individual accounts and CHF 10,000 for legal entity accounts. If you invest in funds managed by Lloyd Capital, those assets are excluded from the fee calculation.