Finance Boutique with long tradition

Inspired by responsibility

We love what we do - and have for decades.

Since 1952, we’ve put our heart and soul into serving the needs of institutional and private clients in the areas of Investment Controlling, Wealth Management, Family Office Services, and Research and Monitoring. Our focus is on partnership-based, holistic support in matters of varying complexity.

Alfons Cortés

Senior Partner
President of the Board of Trustees
Head Research

Alfons Cortés has been professionally active on the stock exchange since March 1971. Until June 2017 he was Managing Partner of Unifinanz Trust reg., Vaduz. He has been a senior partner in the company since July 2017 and is responsible for the research area. He paid special attention to this from the beginning of his work. This has given the company a prominent position in the application of behavioral, neuro and evolutionary finance.

 

Alfons has decades of experience in the financial markets, not only as an asset manager and analyst, but also as a member of investment committees for institutional investors. Cortés has been a columnist for «Finanz & Wirtschaft» since October 1989 and for «The Market NZZ» since the inception in April 2019.