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  • Our services
    Our services
    • Investment Controlling
    • Wealth Management
    • Research & Monitoring
  • Topics
    Topics
    • for institutions
    • for private individuals
  • Sustainability
    Sustainability
  • Publications
    Publications
  • About us
    About us
    • Unifinance
    • Team
    • Principles/philosophy
    • Vacancies
    • Subscribe to newsletter
    • Downloads
  • Contact
    Contact
Deutsch English
  • Investment Controlling

    We attend to supervisory boards and investment committees, family offices as well as private individuals when navigating through complex environments.

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  • Wealth Management

    You choose the tune, we add rhythm and the appropriate instruments to achieve the desired harmony.

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  • Research & Monitoring

    As pioneers and early adaptors of "new finance" throughout Europe we offer services to institutional investors and interested private individuals comprising active analysis of the financial markets.

    More
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Passionate, sustainable, fair and excellent.

Our principles

Current state of research & publications (german only)

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05. January 2023, Newsletter
Die Renaissance der Bewertungen
In diesem Newsletter bringe ich meine Überzeugung zum Ausdruck, dass Bewertungen wieder ein zentraler Baustein des Anlageprozesses geworden sind.…
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06. December 2022, Newsletter
Am richtigen Ort suchen
Auf seinem nächtlichen Rundgang stiess ein Polizist auf einen offensichtlich betrunkenen Mann, der unter einer Strassenlampe etwas suchte. Die…
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In line with your
requirements.

Investment Controlling Wealth Management Research & Monitoring

We would love to consult with you in a personal meeting.

symbol_transparent.pngTransparent and fair –
for a sustainable cooperation.

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Analysis & Counselling

Why not today start thinking about the tomorrows? We assign ourselves to support you by a holistic and independent analysis of your current investments. With the aid of a systematic counselling tool and advisory process we support institutional clients, investment committees of foundations as well as sophisticated private individuals in complex environments in the contexts of investment management.

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Supervision

We pay attention to your investments. In addition to regulatory requirements we monitor within the framework of our Investment Controlling and on the basis of your individually designed asset allocation, the parties responsible as well as the transactions within your portfolio.

Systems supported alerting procedures help monitoring the targets defined by you around the clock.

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Global reporting

We offer continuous, consolidated and independent reporting and explain to you your individual investment universe in personal dialogues. This will assist in establishing the necessary transparency on your current asset situation and allocation. You will benefit from enhanced transparency on bankable assets and a high fund-look-through quality, combined with the possibility to record own individualised securities, the implementing of holdings as well as an adequate reporting on alternative investments, enabling an appropriate cash management and asset allocation.

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Unifinanz Trust reg.
Austrasse 79
LI-9490 Vaduz

Phone +423 237 47 60
Fax +423 237 47 67
info(at)unifinanz.li

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