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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

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Investment Controlling – Flexible. Ground-breaking. Custom-made.

You are the person responsible for complex issues? You are in search of support to define an overriding investment strategy as well as its supervision? Monitoring of participations, their supervision, various bank relationships, assets in various entities and managed by various parties constituting a challenge?

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Our prime priority are your supervisory duties. With investment controlling you lay a cornerstone for the achieving of defined goals by institutional or private clients integrated in a sustainable optimized implementation over generations.
The art is to today think about the day after tomorrow and to continuously position your interests in an optimal manner based on your own individual requirements.
 
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Analysis

Actual-target – from a neutral perspective on your current financial situation

Long-term success of your projects decisively depends on a detailed analysis of your current circumstances. Out of a neutral perspective we monitor the structure of your assets, the involved parties, as well as clients’ requests and those of involved committees, to jointly determine a matching support and the scope of required services.

Advisory

Hand in hand – on the basis of independent and fair, cooperative advice

We extend advice to resolve complex problems and escort you in defining suitable investment guidelines, we guide you through the complex world of fees and charges, participate in client meetings, design and organise workshops.

Examination & Verification

Jointly excellent – by way of quality checks and verisimilitude

The scope of services comprises essential higher-ranking checks, like the economical baseline, compliance with the regulatory environment as well as the proper implementation of the investment strategy. We monitor in depth all involved parties.

Scrutiny and optimum output – with the aid of quantitative analysis and verisimilitude

Transparency on all levels is achieved by quantitative monitoring. We run close checks on risk-reward aspects, the performance and cast clarity on fees and charges.

Reporting

Constant monitoring – by way of automatic alerting

Compliance with the defined investment guidelines is constantly monitored and we inform you in case of violations.

Light into the dark – by tailor-made reporting

Thanks to our independent, consolidated reporting tools you will on a continuous basis be able to keep a reliable overview of your asset allocation and the total performance by your investments. The report is tailored to your needs, completely individualised to give you the best support possible in your day to day business.

 

Your team

Markus Büchel
BSc HTW, CIIA

Managing Partner
Certified International Investment Analyst

markus.buechel(at)unifinanz.li
Dominik Gubser
BSc HTW, CIIA

Partner, Member of the Executive Board
Certified International Investment Analyst

dominik.gubser(at)unifinanz.li
 

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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