Investing
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Investing with your goals in mind and our expertise behind you
We combine in-depth market analysis with a structured investment process and the flexibility to respond to changes. We explain our decisions in person. We speak openly about opportunities, risks and uncertainties in the markets. This ensures you understand how we invest your assets and why.
Invest your money with the expertise trusted by thousands
Behind this are over 40 investment specialists in Vaduz and Luxembourg. They analyse the economy and markets, scrutinise assessments and evaluate which investments deserve a place in the portfolio.
This expertise gives rise to investment solutions tailored to a range of needs: from Strategy Funds to customised discretionary mandates. The right solution depends on your objectives and how you wish to invest your assets.
Our investment process combines strategy with flexibility
A long-term strategy sets our course. We regularly review whether its assumptions remain valid. In recent years, for example, we have incorporated gold, Swiss real estate and insurance-linked securities to tap into additional opportunities for diversification. The key factor is the contribution an investment makes to the overall portfolio.
Twelve times a year, our Investment Committee reviews our tactical approach. It assesses the economy and the markets and decides on our positioning. If exceptional events require a short-term assessment, the committee convenes additionally, even at weekends. After all, markets do not adhere to any meeting schedule.
Our investment selection: Every investment must earn its place
Quality with substance: We assess how sound the investment approach is and how well the management team and the investment itself have performed to date.
Costs in relation to performance: We examine closely what costs are incurred and whether the performance delivered justifies them.
A clear role within the portfolio: Every investment should complement the portfolio effectively. We regularly review whether it continues to fulfil this role.
Analyses and market assessments from our CIO Office
Which developments are worth paying attention to, and which factors are relevant to investors?
On the Research Portal, our CIO Office regularly analyses market developments. These analyses and assessments highlight what our investment team is focusing on and the considerations that shape our investment strategy.
This ensures that our investment expertise remains accessible to you even between face-to-face meetings.
Let’s start with your questions
Would you like to review an existing strategy, make a new investment or find out more about how we work? We’ll take the time to answer your questions.
Let’s start with your questions
Would you like to review an existing strategy, make a new investment or find out more about how we work? We’ll take the time to answer your questions.