Institutional & Retail

Institutional investors are the true heavy weights of the investment world and as stewards of other people’s funds, they have an important responsibility to be good fiduciary managers and ethical participants in the capital markets. Institutional investors are subject to stricter regulatory reporting requirements and internal control standards. We work closely with and on behalf of several institutional market participants, providing an array of capital growth and income based, active and passive trading strategies.

Private retail investors which account for approximately 10% of trading activity across the asset classes, sectors and markets are known as the bread and butter market participants. Invariably, their requirements vary from individual to individual, with some requiring active portfolios with full portfolio support, whilst others simply require execution only services. Here at Christian Lehner we cover the entire catalogue of private retail investors’ requirements from a trading, analysis and strategy perspective providing an array of flexible solutions.