We manage your company’s assets according to the same principles as our private portfolios, starting from €250,000 and with personal points of contact.
Long-Term Focus
Our investment strategies aim to protect and grow assets over many years.
Modern Value Investing
Your assets are invested according to the principles of Value Investing: good companies, at a price that is below their value.
Security in Liechtenstein
Liechtenstein offers stable political and legal frameworks and an independent, supervised financial center.
Convenience Through Technology
Account opening and ongoing monitoring of your portfolio can be conveniently done on the device of your choice.
Suitable Variations
Conservative, balanced, or aggressive? Our strategies are available in five variants, which differ in their equity ratio.
Personal Service
Personal points of contact are available to answer any questions regarding your portfolio or our strategy.
Liechtenstein offers your assets a high degree of stability: a debt-free state with an AAA rating, well-capitalized banks, an independent financial market authority, and the Swiss franc as the national currency.
A corporate portfolio is opened online. Please contact us in advance so that we can check whether your company meets the requirements for a corporate portfolio.
Register with Estably
Clicking on “Become a client” starts the registration process. You then answer a few questions about your company and identify yourself using the auto-identification procedure.
Submit Documents
Transfer Funds
In the final step, you transfer the desired investment amount to your reference account so we can manage it.
At a Glance
For foundations and holdings, LLB charges an account management fee of CHF 150 per quarter. The opening of a corporate portfolio is subject to extended regulatory requirements.
What is the minimum investment amount required to open a corporate portfolio?
A minimum investment amount of €250,000. You have the choice between Baader Bank or Liechtensteinische Landesbank.
Which business structures can open corporate portfolios?
Corporate portfolios are possible for GmbH, OG, GmbH & Co. KG, and UG, among others. For other business forms, we would be happy to clarify with our partner banks in advance whether an account opening is possible.
Which documents are required for opening a portfolio?
For your portfolio opening, we require:
How long does it take to open a corporate portfolio?
The opening of a corporate portfolio is subject to increased regulatory requirements and usually takes about two to three months.
What costs are charged for wealth management?
The ongoing costs for corporate portfolios are the same as for our conventional portfolios. In addition, there is a one-time setup fee of €1,490 and a corporate account management fee from Liechtensteinische Landesbank (LLB) of CHF 75 per quarter (or CHF 150 per quarter for foundations and holdings). More detailed information can be found on the Fees page.
We would be happy to discuss with you which investment strategy suits your company and how the portfolio opening process works.
