Performance before costs and taxes.
The values are based on back calculations as well as on the actual performance of the model portfolios.
Data source: Privé Managers
Status: 28.02.2023
Build wealth with high-growth companies
We invest your money according to modern value investing principles in excellent companies that are traded below their value on the stock market.
Modern Value Investing
- Focus on undervalued equities
- Individual securities instead of ETFs
Financial centre Liechtenstein
- Most stable framework conditions for investors
- High security through financial market supervision
Personal Service
- Advisor at your side
- By telephone, in writing or in person
Known from
Build a fortune with undervalued companies
We invest your money in the coveted financial centre of Liechtenstein in outstanding companies that are traded below their value on the stock exchange.
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.
- Qualitative investments
Your assets flow into shares and bonds of high-quality companies.
- Liechtenstein financial Center
With a custody account in Liechtenstein, you benefit from the advantages of this sought-after financial center.
- Wide product range
Estably is suitable for investment by private individuals, and companies and for private pension provision.
- Human instead of algorithm
Investment decisions are made by our experts, not by algorithms.
- Digital comfort
Open your custody account via smartphone or PC and keep an eye on your investments at all times.
- Personal service
We are available to you at any time in person, by telephone or in writing.
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.
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
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
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
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 20.000€
from 20.000€
from 50.000€
Risk levels
Each strategy has
5 different, freely selectable risk classes:
- Conservative
- Defensive
- Balanced
- Dynamic
- Offensive
5
5
5
5
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 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
- Handpicked individual titles
- Concentrated portfolios
- Handpicked individual titles
- Concentrated portfolios
- ESG-conform
- A selection of successful funds
- Broadly diversified portfolios
- Focus on gold
- Concentrated portfolios
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.
- High equity ratios
Thanks to high equity ratios, no Liechtenstein bank had to call on support from the state during the financial crisis.
- EEA advantages without EU membership
Liechtenstein can benefit from the advantages of the EU without having to bear the liability disadvantages of the ESM.
- Security thanks to strong regulation
The Liechtenstein Financial Market Authority ensures a high level of client protection.
- Economic area with Switzerland
The stable Swiss franc is also the official currency in Liechtenstein.
- AAA rating without sovereign debt
Liechtenstein is the only debt-free triple-A state in the world.
- Stable framework conditions
Through the combination of direct democracy and constitutional hereditary monarchy.
Performance
Performance of the portfolios since inception
Modern Value Investing
In search of high quality
bargains
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."
"From the very first phone calls with Estably, I sensed an openness that I wish I'd had in my professional life."
"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.
Previous
Next
"The personal touch, the ongoing updates on current investments and the open and direct communication speak for themselves."
"From the very first phone calls with Estably, I sensed an openness that I wish I'd had in my professional life."
2nd place in the customer vote for Robo-Advisor of the Year.
Previous
Next
What our customers say
“Already in the first phone calls with Estably, I sensed an openness that I would have liked to have in my professional life as well.”
Nikolai Bukureschtliew, Privateer
“The personal touch, the ongoing updates on current investments, and the open and direct communication speak for themselves.”
Florian Pfab, Managing Director
FAQs
Frequently asked questions
While classic robo-advisors mostly invest passively in ETFs, we try to achieve an above-average return by carefully selecting individual stocks. In doing so, we are the only provider to rely on the value investing strategy that 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.
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.
See for yourself!
We will prepare an investment proposal for you so that you can gain a deeper insight into our portfolios. Free of charge and without obligation.
1. Select investor type
2. Select investment
3. Choose custodian bank
4. Investment proposal received
- Select investor type
- Select investment
- Choose custodian bank
- Investment proposal received
Estably Asset Management Ltd.
Schaanerstrasse 29
9490 Vaduz
Liechtenstein
- +423 220 29 70
- +423 781 22 33
- [email protected]
- Beratungsgespräch vereinbaren
