Digital and uncomplicated investing
Build wealth with high-quality investments
We invest your assets in carefully selected investments in order to increase and protect them over the long term.
- The right investment strategy for every type of investor
- Modern value investing approach
- Location advantages with a depository tour in Liechtenstein
Our portfolios
The right strategy for every type of investor
Should we invest your assets in hand-picked individual stocks? Or do you prefer to invest in the funds of star investors? How important is sustainability to you?
All our strategies are also available as a joint or company portfolio.
Individual shares strategy
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€
Risk classes
5
Investment approach
Concentrated, focus on a few companies
- Handpicked individual titles
- Concentrated Portfolios
- ESG-conform
Sustainability strategy
Value Green
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 few companies with a high ESG rating
- Handpicked individual titles
- Concentrated Portfolios
- ESG-conform
Fund Strategy
Best of Funds
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
- Selection of successful funds
- Broadly diversified portfolios
- ESG-conform
Gold Strategy
Asset Protect
This strategy focuses on the protection of your assets. To this end, we invest in gold, supplemented by stable currencies.
Minimum investment
from 50.000€
Risk classes
5
Investment approach
Focus on gold
- Focus on gold
- Concentrated Portfolios
- ESG-conform
Performance
The performance of our strategies
Performance before costs and taxes. The values are based both on back calculations and on the actual development of the model portfolios.
Data source: Privé Managers
Status: 31.08.2023
Insurance-based investment solutions
Tax-optimised provision for your prosperity
In cooperation with renowned insurance partners, we offer you the opportunity to invest in your old-age provision in the long term. Through the insurance wrapper, you benefit from tax advantages, among other things.
Our partners
Your advantages of an insurance-based investment solution
- Higher returns thanks to tax advantages
- Strong compound interest effect possible in the long term
- Security in Liechtenstein and Switzerland
- Established insurance partners
- Transparent and fair costs
How to achieve long-term asset growth
In our information brochure, you can find out how we increase and protect your assets over the long term.
- We will tell you
- everything about our modern value investing strategy,
- the current and past returns of our portfolios,
- what makes the financial location Liechtenstein so desirable,
- and much more!
