Estably Premium combines an investment strategy tailored to your goals with personal support and the advantages of Liechtenstein as a financial center – for assets starting from €1 million or CHF.
Tailored to Your Goals
After a thorough analysis of your financial situation and investment objectives, we develop your personal Estably Premium Portfolio.
From Proven Building Blocks
We utilize the full range of our strategies and invest specifically in high-quality asset classes that combine stability, growth, and wealth protection.
Asset Protection
Your capital benefits from Liechtenstein's stable financial structure. This includes value-preserving asset classes such as physical gold and tax-optimized strategies.
Personalized Support
Your advisor is personally at your side – with decades of experience in wealth management and value investing.
On-site meetings at your location
We are happy to conduct the initial consultation on-site at your location. Upon request, we will visit you once a year for a personal meeting.
Checking account included
Your custody account includes a fully functional checking account at Liechtensteinische Landesbank, complete with credit and debit cards.
Liechtenstein offers a stable economy, a well-established banking system, high legal certainty, and reliable supervision. For your assets, this means security and stability – even in times of economic turbulence.
It begins with a personal conversation. It is non-binding and free of charge.
Initial Consultation
We get to know your financial goals, your situation, and your expectations – personally, discreetly, and without obligation.
Analysis and Proposal
Do you already have investments? We analyze them and create an individual, free investment proposal for you – tailored to your goals and optimization potential.
Implementation and Support
Your portfolio is managed by Estably and held at Liechtensteinische Landesbank. Your advisor remains your dedicated contact person.
Plus the bank's custody fees. We will discuss the exact conditions with you during the initial consultation.
“With Estably Premium, we offer you a combination of high-quality investment opportunities, wealth protection, and personal service – backed by decades of experience.”
Markus Prodinger, Managing Director & Partner
Markus Prodinger
Managing Director & PartnerStudied Applied Economics at the University of Freiburg im Breisgau and San Diego State University. His focus areas include portfolio management, custody account analysis, and advising high-net-worth private clients.
Andreas Wagner
Managing Director & PartnerStudied Business Administration (MBA) and trained as a Financial Planner. He has over 20 years of experience in wealth management and international private banking.
Who is Estably Premium for?
For investors with assets of €1 million or CHF or more, who desire an individually tailored portfolio and a personal advisor.
How does Premium differ from the other strategies?
For Modern Value, Best of Funds, and Asset Protect, the composition is the same for all clients of a given type. With Estably Premium, we individually assemble your portfolio from the building blocks of our strategies.
What does Estably Premium cost?
The management fee starts at 0.79% per year. In addition, there are the bank's custody fees and, depending on the strategies used, a performance-based fee. We will discuss the exact conditions during the initial consultation.
Can I bring in existing investments?
Yes. We analyze your current investments and create an individual, free investment proposal that shows how they fit into your Premium Portfolio.
We look forward to discussing your financial goals with you – personally, discreetly, and without obligation.
