Principal
As an international financial services provider, we have been a reliable partner for our international clients for over three decades:
- Established in 1989
- Bank-independent asset management boutique
- Attractive locations in Liechtenstein and Zurich
- Majority of shares held by the Managing Partners and the members of the Board of Directors
- A reliable partner with an entrepreneurial mindset
- Long-standing and experienced team
- Powerful network of experts
- We share the Liechtenstein infrastructure with the fund management company IFM Independent Fund Management AG
- Licensed and supervised by the Financial Market Authority (FMA) in Liechtenstein
- Access to the EU/EEA market via the EU passporting regime
- MiFID II-compliant
- Member of the Association of Independent Asset Managers in Liechtenstein (VuVL)
- Licensed by the Financial Market Supervisory Authority (FINMA) in Switzerland and supervised by the supervisory organization AOOS
- Member of the Swiss Association of Wealth Managers (SAM)
Principal Group
- Client Relationships
- Business Development
- Alternative Investments
- Participations
Founding Member of the Association of Independent Asset Managers in Liechtenstein (VuVL)
Member of the Investment Committee of various Family Offices
- Client Relationships
- Member of the Investment Committee
- Business Development
Licencié en sciences économiques appliquées (Université Louvain-la-Neuve, Belgium)
- Partner and Managing Director of IFM Independent Fund Management AG, Schaan
Swiss-certified Financial Analyst and Asset Manager
- Executive Chairman of the Board of Directors Industrie- & Finanzkontor Etablissement, Vaduz
- Founder and Chairman Geopolitical Intelligence Services AG, Vaduz
- President of the Board of Trustees European Centre of Austrian Economics Foundation, Vaduz
- President Liechtenstein Finance e.V., Vaduz
mag.rer.soc.oec., Trustee, TEP
- Delegate of the Board of Directors
- Management of Strategic Projects
President Liechtenstein Football Association
Former Member of the Liechtenstein Government as Minister for Education, Social Affairs, Sport, Home Affairs and the Environment (2005 – 2013)
- Long-term international experience in the field of the Fast Moving Consumer Goods industry (food/beverage)
MBA (University of St. Gallen)
- IT Solutions
- IT Service Desk
Computer Scientist with Swiss Federal Diploma
-
Portfolio- and Fund Management
B.Sc. Business Administration (UAS Graubünden)
- Fund Management
MSc in Economics
- Member of the Investment Committee
- Family Office
- Manager Selection
- Fund Management
Master of Business Administration (University of Innsbruck)
*subject to FMA's approval
- Client Relationship Management
- Tied Agent, 4MB GmbH
- Controlling
Certified Expert in Accounting and Controlling
Certified Business Economist HF
- Business-Analysis
- Application Management
B.A. in Political Sciences - International Relations (Università Degli Studi di Firenze, Florence)
- Financial Accounting / Internal Accounting
- HR Management
Certified Accounting Clerk
HR Assistant
- Head of Back Office & Operations (LIE)
- Business Operations and IT Interfaces
- Securities Accounting
B.Sc. in Business Administration - Banking and Finance (UAS Zurich, Winterthur)
- Head of Business Applications & Projects
- Project- and Process Management
- Business Analysis
- Business Operations and IT Interfaces
B.Sc. in Business Administration - Banking and Finance (UAS Zurich, Winterthur)
MBA in Technology & Innovation (University of Liechtenstein)
- Reception
- Office Management
- Portfolio- and Fund Management
- Reporting & Controlling
- Client Relationship Management
Mag. (UAS Vorarlberg)
- Head of Financial- and Client Accounting
- HR Management
- Internal Auditing
- Investment Compliance
Specialist in Finance + Accounting with Federal Diploma (FA)
- Head of Investment Committee
- Asset Allocation
Dr. rer. pol. (University of Fribourg / Stanford University)
Member of the Management Board of Quorus Asset Management AG
- Portfolio- and Fund Management
- Manager Selection
- Member of the Investment Committee
- Reporting
Business Economist (UAS Chur)
- Portfolio Management Assistant
Certified Business Specialist (Kaderschule Zurich)
- Executive Assistant
- Project Management
Postgraduate Diploma in Business Administration, Federal Diploma (HF)
Marketing Specialist with Federal Diploma (FA)
- Business Development
- Client Relationship Management
- Member of the Investment Committee
M.Sc., Chemistry (Technical University of Kaiserslautern)
CAS General Management HSG (University of St. Gallen)
- Secretary
Business Manager (EFZ certificate)
- Fund Management
- Equity Analyst
Founder and Owner of Beagle Asset Management AG
- Portfolio Management
Business Manager (E-profile EFZ certificate)
Certified Private Banker CAS (University of Liechtenstein)
- Fund Management
- Mid & Small Cap Research
MBA (University of St. Gallen)
Swiss-certified Asset Manager and Financial Analyst
Founder and Owner of Scherrer Asset Management AG
- Executive Assistant
- Compliance
- Family Office
B.Sc. in Tourism (UAS Graubünden)
- Head Portfolio Management
- Foreign Exchange Management
- Asset Allocation
- Member of the Investment Committee
Master of Business Administration (University of Innsbruck)
- Fund- and Portfolio Management
- Analyst
MA in Finance & Economics (Heriot-Watt University, Edinburgh)
- Head of Legal & Compliance
- Family Office
- Board Matters
Swiss-Certified Export Manager
Various CAS in Business Law & Compliance (University of Konstanz)
- Securities Accounting
Business Manager
- Securities Accounting
Business Manager
- Private Markets Investments
- Member of the Investment Committee Private Markets
M.A. in Law and Economics (University of St. Gallen)
- Private Markets Investments
CEMS Master in International Management (University of St. Gallen / Keio University)
M.A. in Banking and Finance (University of St. Gallen)
- Private Markets Investments
M.A. HSG in Banking and Finance (University of St. Gallen)
Master in Management Grande École (HEC Paris)
- Private Markets Investments
B.A. in Business and Economics (University of Zurich)
M.Sc. in Economics and Strategy (Imperial College London)
- Systems & Reporting
Master of Science UZH ETH in Quantitative Finance (ETH Zurich)
- Private Markets Investments
- Member of the Investment Committee Private Markets
Master of Business Administration and Master of Law (University of Innsbruck)
Quorus
The investment specialists of Quorus Asset Management AG complement the Principal team. Mutual synergies from sharing the expert know-how between the teams and full access to both locations in Liechtenstein and Zurich, enable the provision of high-quality dedicated investment management services.
- Client Relationship Management
Executive MBA in Wealth Management (University of Liechtenstein)
Certified Wealth Management Advisor, CWMA (Swiss Association for Quality)
- Fund- and Portfolio Management
- Member of the Investment Committee
Business Economist (UAS Chur)
- Founder and Partner of Quaderer Treuhand Anstalt in Schaan
Trustee acc. to Art. 2 of Professional Trustee and Fiduciary Act (TrHG)
- Portfolio Management
- Client Relationship Management
B.Sc. Financial Economics (University of Essex, Colchester)
M.Sc. Banking and Financial Management (University of Liechtenstein)
- Portfolio Management
B.Sc. Business Administration – Banking & Finance (FFHS, Zurich)
- Portfolio Management
- Investment Reporting
Certified International Investment Analyst – CIIA (AZEK Zurich)