Portfolio Management
Our experienced team of investment professionals provide traditional asset management services:
- Discretionary portfolio management
- Assets remain in the client's name with his or her choice of custodian banks
- Consideration of individual needs with regard to investment objectives, reference currency and risk tolerance
- Top-down approach with clearly defined investment strategy
- Strategic and tactical asset allocation
- Implementation through external managers (investment funds) as well as direct investments
- Permanent risk management and portfolio monitoring
- We always act in the sole interest of our clients.
Funds
We have specific expertise in setting up and managing investment funds:
- Individual fund solutions for our clients
- Management of investment funds domiciled in Liechtenstein by our internal investment experts
- Private label funds
- Synergies with our sister company, IFM Independent Fund Management AG, the largest bank-independent fund administration company in Liechtenstein
- Extensive network of international fund managers
- Global Databases
Family Office
As an external family office, we offer our clients comprehensive support with bespoke solutions:
- Organisation, structuring and management of overall assets including non-bankable assets
- Support in defining individual investment objectives within the framework of an overall asset management strategy
- Selection of asset managers and custodian banks
- Transaction accounting and controlling
- Monitoring of the appointed asset managers to ensure strict compliance with investment guidelines
- Overlay management of consolidated portfolios
- Individually tailored reporting of consolidated portfolios including overall asset allocation and alternative investments
- Risk management and transparent overview of fees and expenses
- Central point of contact for specialists, lawyers, tax advisors, trustees and banks
Private Markets
In private markets, we pursue a long-term, entrepreneurial and sector-neutral approach with a high degree of flexibility.
We focus on both direct investments (significant minority and majority stakes, club deals and co-investments) as well as fund investments (niche managers with interesting co-investment opportunities).
Our longstanding and exclusive network provides us with a constant deal flow and access to interesting investment opportunities as well as global fund managers in the following asset classes:
- Private Equity
- Venture Capital
- Real Estate
- Private Debt
- Hedge Funds