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
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
Computer Scientist with Swiss Federal Diploma
-
Portfolio Management
- Fund Management
B.Sc. Business Administration (UAS Graubünden)
CFA Charterholder
- Fund Management
MSc in Economics
Managing Director of Quorus Asset Management AG
- Fund Management
- Member of the Investment Committee
- Manager Selection, Asset Allocation
- Family Office Reporting
- Hedge Funds
Master of Business Administration (University of Innsbruck)
CFA Charterholder
Founding Member of the Liechtenstein Society of Investment Professionals
- Controlling
Certified Expert in Accounting and Controlling
Certified Business Economist HF
- Financial Accounting / Internal Accounting
- HR Management
Certified Accounting Clerk
HR Assistant
- Business Operations and IT Interfaces
- Securities Accounting
- New Client Enrolment
B.Sc. in Business Administration - Banking and Finance (UAS Zurich, Winterthur)
- Project Management
- 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
- Telephone
- Office Management
- Portfolio Management
- Fund Management
Mag. (UAS Vorarlberg)
CFA Charterholder
-
Member of the Extended Management Board
-
Relationship Management
-
Business Development
Master's degree in Business Administration
Trust and Estate Practitioner (TEP)
Full member of the Society of Trust and Estate Practitioners (STEP)
CAIA Charterholder
- Head of Financial Accounting
- Client Accounting
- HR Management
- Client Office
- Internal Auditing
- Investment Compliance
Specialist in Finance + Accounting with Federal Diploma (FA)
- Compliance
Banking & Finance Essentials (BFE), CYP Center for Young Professionals in Banking, Zurich
Business Manager (M-profile EFZ certificate)
- Member of the Extended Management Board
- Head of Investment Committee
- Asset Allocation
- Portfolio Management
- Business Development
- Client Relationships
Dr. rer. pol. (University of Fribourg / Stanford University)
Diploma in Business Administration (University of Magdeburg)
CFA Charterholder
- Portfolio Management
- Fund Management
- Manager Selection
- Member of the Investment Committee
- Reporting
Business Economist (UAS Chur)
CFA Charterholder
CIPM
- Portfolio Management Assistant
Certified Business Specialist (Kaderschule Zurich)
- Executive Assistant
Postgraduate Diploma in Business Administration, Federal Diploma (HF)
Marketing Specialist with Federal Diploma (FA)
- CEO
- Business Development
- Client Relationships
- Member of the Investment Committee
M.Sc., Chemistry (Technical University of Kaiserslautern)
CAS General Management HSG (University of St. Gallen)
Hedgefund Consultant (ebs/BAI), (European Business School, Oestrich-Winkel)
- Assistant/Secretary
Business Manager (EFZ certificate)
- Fund Management
- Member of the Investment Committee
- 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)
Quorus Asset Management AG
- Fund Management
- Member of the Investment Committee
- 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
- Project Management
B.Sc. in Tourism (UAS Graubünden)
- Portfolio Management
- Fund Management
- Foreign Exchange Management
- Asset Allocation
- Member of the Investment Committee
Master of Business Administration (University of Innsbruck)
- Fund Management
- Portfolio Management
- Analyst
- Member of the Investment Committee
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
- New Client Enrolment
Business Manager
- Executive Assistant
- Reception
- Office Management
Banking & Finance Essentials (BFE), CYP Center for Young Professionals in Banking, Zurich
Business Manager
- Private Equity Investments
- Private Debt Investments
- Club Deals / Co-Investments
M.A. in Law and Economics (University of St. Gallen)
- Directs / Club Deals / Co-Investments
- Private Equity Investments
- Private Debt Investments
- Real Estate Investments
CEMS Master in International Management (University of St. Gallen / Keio University)
M.A. in Banking and Finance (University of St. Gallen)
- Private Equity Investments
- Private Debt Investments
B.Sc. in Business Administration (UAS Zurich)
MAS in Finance (University of Zurich)
- Private Equity Investments
- Private Debt Investments
- Real Estate Investments
M.A. HSG in Banking and Finance (University of St. Gallen)
Master in Management Grande École (HEC Paris)
- Private Equity Investments
- Private Debt Investments
- Real Estate Investments
B.A. in Business and Economics (University of Zurich)
M.Sc. in Economics and Strategy (Imperial College London)
- Private Markets Platform Management
- Private Equity Investments
- Systems & Reporting
- Quantitative Analysis
Master of Science UZH ETH in Quantitative Finance (ETH Zurich)
Founder DIVA Protocol (Decentralized Finance / Blockchain)
- Private Equity investments
- Real Estate Investments
- Business Development
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.
Quorus Asset Management AG
- Senior Portfolio Manager
- Fund Management
- Member of the Investment Committee
- Manager Selection, Asset Allocation
- Family Office Reporting
- Hedge Funds
Master of Business Administration (University of Innsbruck)
CFA Charterholder
Founding Member of the Liechtenstein Society of Investment Professionals
Quorus Asset Management AG
- Founder and Partner of Quaderer Treuhand Anstalt in Schaan
Trustee acc. to Art. 2 of Professional Trustee and Fiduciary Act (TrHG)
Quorus Asset Management AG
-
Portfolio Management
-
Client Support
B.Sc. Financial Economics (University of Essex, Colchester)
M.Sc. Banking and Financial Management (University of Liechtenstein)
- Portfoliomanagement
B.Sc. Business Administration – Banking & Finance (FFHS, Zurich)