Independent asset management and interactive investment advice

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.

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
Licensed since April 2016

Professional Associations

Association of Independent Asset Managers in Liechtenstein
Deposit Guarantee and Investor Protection Foundation of the Liechtenstein Bankers Association

Contact

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