We take care of your portfolio and manage mixed mandates as well as special products according to our value-oriented investment approach. Our strengths lie in asset allocation, securities selection, portfolio construction, and research.

Competent and award-winning – our investment approach

Starting with individual securities and/or funds, we put together exactly the portfolio that best matches your risk-return goals. We rely on our expertise in traditional and alternative investments. This multitude of options allows us to develop investment solutions that fit your needs. Our investment process and our philosophy form the basis for implementation:

• We are an active asset manager and put together broadly diversified portfolios according to investment categories and individual securities. We pay attention to the high quality of the securities. We actively manage foreign currencies.
• Our value-oriented equity selection is based on a systematic multi factor approach.
• We focus on the most important liquid core markets for equities and bonds. In fringe markets, we work together with external specialists.
• When analysing markets and when putting together portfolios and managing risk, we employ the latest technology and cutting-edge expertise.
• We offer you customised investment solutions.

We listen, and we show you ways to meet your investment goals – with value made in Liechtenstein.