High-performance strategies for your assets

Our investment approach gives you the opportunity to achieve above-average returns over the long term, while the stable framework conditions in Liechtenstein as a financial center provide additional asset protection.

Focus on Performance

Financial centre Liechtenstein

Personal Service

Known from

High-performance strategies in Europe's most attractive financial center

We invest your money in excellent companies that are trading below their value on the stock market.

Digital & uncomplicated

Long-term asset growth with hand-selected investments

With a combination of digital convenience and human investment expertise, our goal is to protect and considerably increase your assets over the long term. To this end, we invest in hand-selected shares of outstanding companies that are traded on the stock market below their actual value.

Your assets are invested in stocks and bonds of high-quality companies.

With a custody account in Liechtenstein, you benefit from the advantages of this sought-after financial center.

Estably is suitable for investment by private individuals, and companies and for private pension provision.

Investment decisions are made by our experts, not by algorithms.

Open your custody account via smartphone or PC and keep an eye on your investments at all times.

We are available to you at any time in person, by telephone or in writing.

Awards

Real Money Performance Test Winners

Our goal is to achieve above-average returns in the long term. The results of the real-money performance tests, in which independent testers invest their own assets in the providers, show that we succeed in this.

geldanlage-digital.de

Performance-Sieger 12 Monate (07/2023)

geldanlage-digital.de

Performance-Sieger 12 Monate (07/2021)

brokervergleich.de

Performance-Sieger Testphase VI

brokervergleich.de

Bestes Rendite-Risiko-Verhältnis

Our portfolios

The right strategy for every type of investor
- also as a corporate or joint custody account

The right strategy for every type of investor
-.

also as corporate or joint deposits

Should we invest your assets in hand-picked individual stocks? Or do you prefer to participate in the funds of star investors? How important is sustainability to you?

We offer a long-term high-yield solution for every type of investor.

Modern Value (Individual shares)

Our “Modern Value” strategy is based on hand-picked individual stocks selected according to modern value investing principles.

Minimum investment: from 20’000€

Risk classes: 5

Investment approach: concentrated, focus on a few companies

Costs: from 1.2% all-in fee + 10% performance fee

Value Green (Sustainable)

With our “Value Green” strategy, you invest in carefully selected individual stocks that meet high sustainability standards.

Minimum investment: from €20,000

Risk classes: 5

Investment approach: concentrated, focus on a small number of companies with a high ESG rating

Costs: from 1.2% all-in fee + 10% performance fee

Best of Funds (Fonds)

The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.

Minimum investment: from 20’000€

Risk classes: 5

Investment approach: Broadly diversified, focus on funds with a value or quality approach

Costs: from 0.99% service fee + 10% performance fee + 0.5-0.8% product costs

Asset Protect (Gold)

This strategy focuses on the protection of your assets. To this end, we invest in gold, supplemented by currencies with stable values.

Minimum investment: from €50,000 (only with Liechtensteinische Landesbank).

Risk classes: 5

Investment approach: focus on gold

Costs: 1.19% all-in fee

Asset Protect

This strategy focuses on the protection of your assets. To this end, we invest in gold, supplemented by stable currencies.

Best of Funds

The “Best of Funds” strategy allows you to invest in the funds of the most successful value and quality investors.

Value Green

With our “Value Green” strategy, you invest in carefully selected individual stocks that meet high sustainability standards.

Modern Value

Our “Modern Value” strategy is based on hand-picked individual stocks selected according to modern value investing principles.

Minimum investment

from 20.000€

from 50.000€

Risk levels

Investment approach

Concentrated, focus on a few companies

Concentrated, focus on a few companies with a high MSCI ESG rating

Broadly diversified, focus on funds with a value or quality approach

Focus on Gold

Costs

From 1.2% all-in fee,
10% performance fee

From 0.99% service fee
10% performance fee
~0.65% Product fee

1.19% All-In Fee

Special features

Principality of Liechtenstein

Security in Europe's most sought-after
financial location

With a custody account in Liechtenstein, you benefit from the numerous advantages that this sought-after financial center has to offer.

Thanks to a combination of direct democracy and constitutional hereditary monarchy, Liechtenstein enjoys an exceptionally solid social, legal, and economic order. This leads to a high level of security within the country and offers capital investors from all over the world optimal framework conditions.

Thanks to high equity ratios, no Liechtenstein bank had to call on support from the state during the financial crisis.

Liechtenstein can benefit from the advantages of the EU without having to bear the liability disadvantages of the ESM.

The Liechtenstein Financial Market Authority ensures a high level of client protection.

The stable Swiss franc is also the official currency in Liechtenstein.

Liechtenstein is the only debt-free triple-A state in the world.

Through the combination of direct democracy and constitutional hereditary monarchy.

Performance

Performance of the portfolios

Since the beginning of the year

Since inception

0 %

Modern Value 100

Einzelaktien

0 0%

Value Green 100

Nachhaltige Einzelaktien

0 %

Best of Funds 100

Ausgewählte Fonds

0 %

Asset Protect 100

Physisches Gold

Performance before costs and taxes. Data source: Privé Managers. Status: 31.08.2023

Performance

Performance of the portfolios since the beginning of the year

0 %

Modern Value 100

Individual shares

0 0%

Value Green 100

Sustainable individual shares

0 %

Best of Funds 100

Selected funds

0 %

Asset Protect 100

Physical Gold

Performance before costs and taxes. Data source: Privé Managers. Status: 31.07.2023

Modern Value Investing

In search of undervalued, high-quality
companies

The Value Investing Principle:
"The price is what you pay. The value is what you get.

(Warren Buffett, Value Investor)

The Value Investing Principle:
"The price is what you pay. The value is what you get."

- Warren Buffett

Months of analyses

Before a company ends up in your portfolio, we analyze it down to the smallest detail over a period of months. This is how we increase your long-term return opportunities and reduce the risk.

Low price, high value

To give you the chance of high returns in the long term, we invest exclusively in undervalued companies.

Individual shares as inflation protection

Due to their leading market positions, many of our companies are able to pass on rising inflation rates directly to end consumers.

You stay informed

You will receive regular updates on our investments to keep you informed of our approach.

Markus Prodinger, Managing Director and Partner

What our customers say

"The personal touch, the ongoing updates on current investments and the open and direct communication speak for themselves."

Florian PfabManaging Director

"From the very first phone calls with Estably, I sensed an openness that I wish I'd had in my professional life."

Nikolai BukureschtliewPrivateer

"2nd place in the customer vote for Robo-Advisor of the Year." Thanks to excellent feedback from our clients, we came second out of 39 providers in the 2021 Robo-Advisor Election.

Geldanlage-digital.deGeldanlage-digital.de

"The personal touch, the ongoing updates on current investments and the open and direct communication speak for themselves."

Florian PfabManaging Director

"From the very first phone calls with Estably, I sensed an openness that I wish I'd had in my professional life."

Nikolai BukureschtliewPrivateer

2nd place in the customer vote for Robo-Advisor of the Year.

Geldanlage-digital.deGeldanlage-digital.de

Frequently asked questions

How is Estably different from other robo-advisors?

While classic robo-advisors usually invest passively in ETFs, we try to achieve above-average returns by carefully selecting individual stocks. In doing so, we are the only provider to rely on a modern form of value investing strategy, which investment legend Warren Buffett, among others, swears by.

As the only robo-advisor in the Principality of Liechtenstein, you also benefit from the excellent framework conditions of one of the most sought-after financial locations in the world.

In which asset classes are my assets invested?

Depending on your investment strategy, we invest your assets in the following asset classes:

Modern Value: Individual shares and bond funds

Value Green: Sustainable individual stocks and bond ETFs

Best of Funds: Equity and bond funds and a few individual stocks

Asset Protect: Physical gold and foreign currencies

How safe are my assets with Estably?

Our customers’ funds are held in custody by our custodian banks (Baader Bank or Liechtensteinische Landesbank). Both banks are affiliated with deposit protection institutions, 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. You can simply have them transferred to another bank of your choice in the event of insolvency. Your account balance is protected up to an amount of EUR 100,000 or CHF 100,000 in the event of insolvency.

Is there a cancellation or commitment period with Estably?

No. You can close your securities account at any time. We will sell the securities in your securities account at the next possible time and your money will be credited to your reference account.

What is the minimum investment amount?

For digital asset management with a custody account at Baader Bank, the minimum investment amount is €20,000. The minimum investment amount with a custody account at Liechtensteinische Landesbank is 50,000€.

The tax-optimized pension plan with Estably and prosperity starts at €50 per month.

We advise you without obligation and free of charge

We would be happy to answer any open questions you may have about digital asset management with Estably in a telephone conversation.

How we make more out of your assets

Let us prepare an investment proposal for you in just a few steps and find out how we can increase your assets in the long term.

Start your high performance investment

Our onboarding process guides you step-by-step to your quality financial investment.

Your benefits at Estably:

1. Select investor type

2. Select investment

3. Choose custodian bank

4. Investment proposal received

Arrange a non-binding consultation now

Estably Asset Management Ltd. Schaanerstrasse 29 9490 Vaduz Liechtenstein

Imprint

Data protection

High-performance strategies for your assets

Focus on Performance

Financial centre Liechtenstein

Personal Service

Known from

High-performance strategies in Europe's most attractive financial center

We invest your money in excellent companies that are trading below their value on the stock market.

Digital & uncomplicated

Long-term asset growth with hand-selected investments

Awards

Real Money Performance Test Winners

geldanlage-digital.de

Performance-Sieger 12 Monate (07/2023)

geldanlage-digital.de

Performance-Sieger 12 Monate (07/2021)

brokervergleich.de

Performance-Sieger Testphase VI

brokervergleich.de

Bestes Rendite-Risiko-Verhältnis

Our portfolios

The right strategy for every type of investor- also as a corporate or joint custody account

The right strategy for every type of investor-.

also as corporate or joint deposits

Asset Protect

Best of Funds

Value Green

Modern Value

Principality of Liechtenstein

Security in Europe's most sought-after financial location

Performance

Performance of the portfolios

Since the beginning of the year

Since inception

Modern Value 100

Einzelaktien

Value Green 100

Nachhaltige Einzelaktien

Best of Funds 100

Ausgewählte Fonds

Asset Protect 100

Physisches Gold

Performance

Performance of the portfolios since the beginning of the year

Modern Value 100

Individual shares

Value Green 100

Sustainable individual shares

Best of Funds 100

Selected funds

Asset Protect 100

Physical Gold

Modern Value Investing

In search of undervalued, high-quality companies

Months of analyses

Low price, high value

Individual shares as inflation protection

You stay informed

What our customers say

FAQs

Frequently asked questions

We advise you without obligation and free of charge

How we make more out of your assets

Start your high performance investment

1. Select investor type

2. Select investment

3. Choose custodian bank

4. Investment proposal received

Arrange a non-binding consultation now

Welcher Anlegertyp sind Sie?

Konservativ

Konservativ

Ausgewogen

The right strategy for every type of investor
- also as a corporate or joint custody account

The right strategy for every type of investor
-.

Security in Europe's most sought-after
financial location

In search of undervalued, high-quality
companies