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. 

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