Corporate Objectives
Discretionary asset management and interactive investment advice for influential entrepreneurial families.
Co-operation with consulting firms specializing in providing strategic advice to entrepreneurial families.
Independent asset management and interactive investment advice
Investment Policy
The primary investment objective is long-term capital growth whereby we establish an investment structure that is best suited to achieve clients’ return objectives over the preferred time horizon and within an acceptable risk level.
The product range is determined on the basis of a comprehensive investment policy and adheres to the laws of Liechtenstein, the provisions of the Association of Independent Asset Managers as well as the MiFID regulations.
The investment committee implements the investment policy based on our Investment Environment & Asset Allocation publication. This document includes the strategic and tactical allocations for the choice of investment segments in client accounts.
Corporate Structure
Board of Directors
- Alois Wiederkehr
- Stephan Kaufmann
Executive Board
- Karin Wiederkehr
- Stefan Wiederkehr
Shareholders
- Karin Wiederkehr
- Stefan Wiederkehr
Regulatory Organization
Financial Market Authority Liechtenstein
Asset management since April 2016
Fund management since September 2016
Professional Associations
Association of Independent Asset Managers in Liechtenstein
Deposit Guarantee and Investor Compensation Foundation PCC
Sponsoring
Patrons of the Bob Club Liechtenstein
Partners of the Entrepreneur Day in Liechtenstein