Digital and uncomplicated
Performance & asset protection at the safest location in Europe
Our digital asset management offers you a wide range of options for investing your capital securely and with high performance in the Principality of Liechtenstein
Digital & uncomplicated
- Opening a custody account from the comfort of your own home
- Track development digitally
Variety of investment strategies
- From individual shares to physical gold
- Different risk preferences
Personalised service
- Advisor at your side
- By telephone, in writing or in person
Known from
Digital asset management
First-class investment made easy
Choose from a wide range of professionally managed investment opportunities:
High-performing individual stocks
Our top-performing “Modern Value” portfolio has achieved a return of +115.28 % before costs and taxes since 2016.
Maximum asset protection
With the ‘Asset Protect’ strategy, you have the opportunity to invest in physical gold, which we store for you at the LLB.
Overnight and fixed-term deposits
We offer an attractive range of overnight and fixed-term deposits in various currencies in the debt-free AAA state of Liechtenstein.
Comfort thanks to technology
You can open a custody account and monitor your portfolio on the device of your choice.
Security in Liechtenstein
The Principality is considered one of the most sought-after financial centres in the world due to its special circumstances.
Personalised service
If you have any questions about your portfolio or our strategy, a personal advisor is available to you at any time.
How to open your Estably custody account:
1. Digital registration route
The first step is to answer questions about your investment preferences so that we can suggest a suitable strategy.
2. Investment proposal received
You then have the choice of either choosing the strategy we suggest or deciding for yourself.
3. Grow assets in the long term
Once you have transferred the investment amount, we invest your assets in the desired strategy.
First-class performance
Top returns with high-quality individual shares
Are you looking for an investment opportunity that will enable you to achieve above-average performance over the long term? With the Modern Value strategy, we have been able to achieve higher returns than the market or passive ETFs for many years.
Hand-picked individual shares
Your assets are invested in shares of outstanding companies.
Diversification through bonds
A bond component in your portfolio ensures diversification and risk spreading.
Fair fees
Your costs consist of our management fee, bank charges and a performance fee.
+115.28 % since 2016
Our top-performing “Modern Value” portfolio has achieved a return of +115.28 % before costs and taxes since 2016.
Modernes Value Investing
We rely on the same strategy that makes Warren Buffett, among others, so successful.
Customised portfolios
You determine the growth opportunities for your assets.
Maximum asset protection
Physical gold in secure vaults outside the EU
With the ‘Asset Protect’ wealth protection strategy, you have the opportunity to invest in physical gold, which we store for you in the vaults of the Liechtensteinische Landesbank (LLB).
LLB - Your reliable depositary
We store your gold with Liechtenstein’s most traditional financial institution – the LLB (Liechtensteinische Landesbank), founded in 1861
Thanks to its above-average level of own funds, the LLB Group has an enormous degree of financial stability and security. With a deposit ranking of Aa2, the LLB is in the top league of the world’s best banks.
- Gold with Estably and the LLB - your benefits:</b
- Tradable at any time
- Insurance cover
- Storage costs already included in the fees
- Held in custody as special assets
- Delivery possible at any time without complications
- Trustworthy and experienced partner
- Purchase from LBMA-certified dealers
Attraktive Verzinsung
Tages- und Festgeld im schuldenfreien AAA-Staat Liechtenstein
Im Rahmen unseres Tages- und Festgeldangebots profitieren Sie nicht nur von attraktiven Zinssätzen, sondern auch von der hohen Sicherheit im Fürstentum Liechtenstein.
EUR
1,40%
Tagesgeld
USD
2,95%
Tagesgeld
GBP
3,05%
Tagesgeld
AUD
3,15%
Tagesgeld
CAD
1,55%
Tagesgeld
NOK
3,30%
Tagesgeld
Höchste Sicherheit in Liechtenstein
Der einzige schuldenfreie AAA-Staat der Welt glänzt mit stabilsten politischen- und wirtschaftlichen Rahmenbedingungen.
Zinsen ohne versteckte Bedingungen
Der jeweilige Zinssatz gilt für die gesamte Anlagesumme, die nach oben unbegrenzt ist.
Konto bei einer der besten Banken weltweit
Ihr Vermögen wird bei der LLB (Liecht. Landesbank) angelegt, deren Eigenkapitalquote weit über dem Durchschnitt liegt.
Our portfolios at a glance
The right strategy for every type of investor
Would you like to invest in individual shares with strong performance? Or would you prefer to invest in physical gold, which we store for you in a secure location in Liechtenstein?
We offer a wide range of investment strategies, all of which are also available as joint or corporate custody accounts.
Individual shares
Modern Value
Our ‘Modern Value’ strategy is based on hand-picked individual stocks that are selected according to modern value investing principles.
Minimum investment
from € 50,000
Investment approach
Modern value investing with a focus on 25-35 companies
- Hand-picked individual titles
- Concentrated portfolios
Diversified
Best of Funds
The ‘Best of Funds’ strategy enables you to invest in the funds of the most successful value and quality investors.
Minimum investment
from € 50,000
Investment approach
Broadly diversified funds with a value or quality investing approach
- Selection of successful funds
- Broadly diversified portfolios
Asset protection
Asset Protect
This strategy focuses on protecting your assets. To this end, we invest in physical gold, supplemented by stable currencies.
Minimum investment
from € 50,000
Investment approach
Focus on physical gold, securely stored in Liechtenstein
- Focus on gold
- Concentrated portfolios
Our ‘Modern Value’ strategy is based on hand-picked individual stocks that are selected according to modern value investing principles.
Minimum investment: from €50,000
Variants: 5
Investment approach: Modern value investing with a focus on 25-35 companies
Costs: All information
The ‘Best of Funds’ strategy enables you to invest in the funds of the most successful value and quality investors.
Minimum investment: from €50,000
Variants: 5
Investment approach: Broadly diversified, focus on funds with a value or quality approach
Costs: All Information
This strategy focuses on protecting your assets. To this end, we invest in gold, supplemented by stable currencies.
Minimum investment: from €50,000
Variants: 5
Investment approach: Focus on gold
Costs: All Information
Our fees: Transparent & Fair
Estably management fees
Amount paid in
from € 20,000
from € 250,000
from € 500,000
from € 750,000
from € 1,000,000
from € 5,000,000
Costs p.a.
1.19 %
1.09 %
0.99 %
0.89 %
0.79 %
On request
plus 0.30 % bank charges
- Our asset management fees include:</b
- Personalised advice
- Portfolio management
- Service fees
- Bank charges include:</b
- Custody fees
- Account management fees
- Service fees
- Transaction costs
- Annual tax reports
- Cross-Border Fees
Your costs consist of our asset management fee plus bank charges. If we reach a new high with your custody account, an additional performance fee of 10 % is charged on the gains. We reduce our fees depending on the amount of your deposits or additional payments.
Estably management fees
Amount paid in
from € 20,000
from € 250,000
from € 500,000
from € 750,000
from € 1,000,000
from € 5,000,000
Costs p.a.
1.19 %
1.09 %
0.99 %
0.89 %
0.79 %
On request
plus 0.30 % bank charges
plus 0.50 % - 0.80 % product costs
- Our asset management fees include:</b
- Personalised advice
- Portfolio management
- Service fees
- Bank charges include:</b
- Custody fees
- Account management fees
- Service fees
- Transaction costs
- Annual tax reports
- Cross-Border Fees
Your costs consist of our asset management fee plus bank charges and product costs for the funds. If we reach a new high with your custody account, an additional performance fee of 10 % is charged on the gains. We reduce our fees depending on the amount of your deposits or additional payments.
Estably management fees
Amount paid in
from € 50,000
from € 250,000
from € 500,000
from € 750,000
from € 1,000,000
from € 5,000,000
Costs p.a.
1.19 %
1.09 %
0.99 %
0.89 %
0.79 %
On request
plus 0.30 % bank charges
- Asset management fees and bank charges cover all costs:</b
- Personalised advice
- Storage and insurance costs
- Custody fees
- Account management fees
- Service fees
- Transaction costs
- Annual tax reports
- Cross-Border Fees
Your costs consist of our asset management fee plus bank charges. We reduce our fees depending on the amount of your deposits or additional payments.
Estably management fees
Amount paid in
from € 50,000
from € 250,000
from € 500,000
from € 750,000
from € 1,000,000
from € 5,000,000
Costs p.a.
0.69 %
0.59 %
0.46 %
0.36 %
0.23 %
0.13 %
plus 0.30 % bank charges
- Asset management fees and bank charges cover all costs:</b
- Personalised advice
- Custody fees
- Account management fees
- Service fees
- Transaction costs
- Annual tax reports
- Cross-Border Fees
Your costs consist of our asset management fee plus bank charges. We reduce our fees depending on the amount of your deposits or additional payments.
Das sagen unsere Kunden
Andreas
Great performance + super service
I had Estably on my radar for some time (from the real money tests) and wanted to wait a little longer, but perhaps I should have invested a little earlier, because the performance is simply great!
And as has already been written here, the service is really great, the advisors take enough time for you.
Tamara B.
Friendly customer service
I feel that I am in good hands with Estaby, the search for a partner to manage my assets required a lot of comparative work. The personal contact was always friendly and appreciative, which is something you don’t find everywhere. I am satisfied.
Please keep up the good work!
Klaus
Absolutely recommendable!
Everything is explained very clearly on the website, and I spoke to an advisor briefly before finalising the contract just to make sure I understood everything correctly.
Great combination of digital and ‘personal’. Absolutely recommendable!
FAQ
Frequently asked questions
Digital asset management:
We manage and grow your assets over the long term using an investment strategy of your choice.
Trade yourself:
We arrange a first-class custody account for you with the renowned provider Interactive Brokers and are at your side with customised training, individual support, a wide range of products and attractive conditions.
Private pension provision:
In co-operation with insurance companies, we enable you to make provision for your retirement. The insurance cover allows you to benefit from tax advantages, among other things.
Overnight and fixed-term deposits:
With our attractive range of overnight and fixed-term deposits, we offer you shorter-term opportunities to invest your assets in one of the safest locations in the world.
Yes, you can access your assets or close your custody account at any time – there is no cancellation period.
For our equity-based investment strategies, however, we recommend planning an investment period of at least 5 years.
Your assets are held in safekeeping by either Baader Bank or Liechtensteinische Landesbank.
Both banks are affiliated to deposit protection schemes, which means that the securities in your custody account are kept completely separate from the rest of the bank’s assets and are not affected in the event of the bank’s insolvency.
Your account balance is protected in the event of insolvency up to an amount of EUR 100,000 or CHF 100,000.
Our custodian banks are affiliated to deposit protection schemes, which means that the securities in your custody account are kept completely separate from the rest of the bank’s assets and are not affected in the event of the bank’s insolvency.
In the event of insolvency, your account balance is protected up to an amount of EUR 100,000 or CHF 100,000.
Yes, with Baader Bank as your custodian bank, you can invest in the Modern Value, Value Green and Best of Funds strategies from a minimum investment amount of €20,000.
Your costs depend on the investment amount paid in. Find out more here.
More return and security for your assets
Start your digital asset management with Estably
With Estably, you have a wide range of opportunities to invest your assets profitably in a unique environment.
Open your digital custody account now and benefit from high-performance investment strategies in the safest location in Europe!
Your contact
Rolf Klein
Telephone: +49 (0) 2151 – 313 148
E-mail: [email protected]
Web: https://www.rk-insight.de/
