Portfolio Management

With over 20 years of expe­ri­ence and a vol­ume of over 500 mil­lion euros under man­age­ment, we have suc­cess­ful­ly steered our port­fo­lios through numer­ous mar­ket crises. We do far more than just select the right invest­ments — we offer holis­tic asset man­age­ment and take care of all oper­a­tional and strate­gic aspects:

  • Indi­vid­ual invest­ment strat­e­gy
    Devel­op­ment of a cus­tomized asset allo­ca­tion based on the clien­t’s objec­tives and risk tol­er­ance
  • Ongo­ing analy­sis & adjust­ment
    Ongo­ing mar­ket obser­va­tion, risk man­age­ment and port­fo­lio opti­miza­tion
  • Trans­ac­tion pro­cess­ing
    Effi­cient and cost-effec­tive imple­men­ta­tion of pur­chas­es, sales and real­lo­ca­tions
  • Mon­i­tor­ing & con­trol
    Detailed review of bank state­ments, cost con­trol and ensur­ing trans­par­ent fee struc­tures
  • Report­ing & per­for­mance analy­sis
    Reg­u­lar reports on per­for­mance, risks and asset devel­op­ment
  • Coor­di­na­tion with banks & tax advi­sors
    Review of con­di­tions, nego­ti­a­tions with banks and coor­di­na­tion of tax aspects
  • Risk man­age­ment & cri­sis man­age­ment
    Proac­tive mea­sures to pro­tect assets in volatile mar­ket phas­es

Thanks to our many years of expe­ri­ence, we have already suc­cess­ful­ly nav­i­gat­ed through crises such as the 2008 finan­cial cri­sis, the 2010–2012 euro cri­sis and the 2020 coro­n­avirus crash. Our spe­cial­ist port­fo­lio man­agers focus on large indi­vid­ual assets and are reli­able part­ners for our clients, help­ing them to secure and devel­op their assets over the long term.

Our port­fo­lio man­age­ment strat­e­gy is based on the core-satel­lite approach, which aims to gen­er­ate sta­ble returns through a com­bi­na­tion of long-term core invest­ments and oppor­tunis­tic satel­lite invest­ments. This approach makes it pos­si­ble to com­bine the advan­tages of pas­sive and active invest­ment strate­gies to ensure both sta­bil­i­ty and growth poten­tial in the port­fo­lio.

By apply­ing the core-satel­lite approach, we can com­bine the advan­tages of a broad­ly diver­si­fied core invest­ment with the oppor­tu­ni­ties of high-yield satel­lite invest­ments. This makes it pos­si­ble to opti­mal­ly take into account the indi­vid­ual risk-return pref­er­ences of our clients and to react flex­i­bly to chang­ing mar­ket con­di­tions.

Our stock selec­tion — the invest­ment uni­verse includes around 5,000 list­ed stock cor­po­ra­tions — is based on a two-stage analy­sis process that includes both quan­ti­ta­tive and qual­i­ta­tive assess­ments. We rely on AI-sup­port­ed fun­da­men­tal analy­sis, which makes it pos­si­ble to process large vol­umes of data effi­cient­ly and rec­og­nize pat­terns that would be dif­fi­cult to iden­ti­fy using tra­di­tion­al meth­ods. This tech­nol­o­gy ana­lyzes finan­cial ratios, mar­ket trends and com­pa­ny data to deter­mine the intrin­sic val­ue of shares with math­e­mat­i­cal pre­ci­sion.

In addi­tion, we use tech­ni­cal analy­sis where nec­es­sary to iden­ti­fy opti­mal entry and exit points. By exam­in­ing price trends and trad­ing vol­umes, we can bet­ter assess short-term mar­ket move­ments and adjust our invest­ment deci­sions accord­ing­ly.

The com­bi­na­tion of these two approach­es enables us to take into account both the fun­da­men­tal strengths of a com­pa­ny and the cur­rent mar­ket behav­ior, allow­ing us to make well-found­ed and holis­tic invest­ment deci­sions.

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Competence in risk-conscious portfolio management

Port­fo­lio Man­age­ment | Wealth Plan­ning | Bond Struc­tur­ing | Fund Struc­tur­ing | Cash Man­age­ment | Liecht­en­stein Plus

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