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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
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Wealth Management – Shaping your assets.

You are looking for professional asset management? Your request is active support in the definition of your individual investment strategy? You request an independent partner to support you holistically in financial matters?

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Embark with us on your own, individual journey. We offer completely independent asset management services on the basis of the findings gathered from personal counselling dialogues integrating your personal requirements. You chose the tune, we add rhythm and the appropriate instruments to achieve the desired harmony.

 

Next for more.

Counselling

Target-actual – casting a neutral view on your current economic baseline

A decisive factor to ensure long-term success of your intentions is the detailed analysis of the economic baseline. A personalised dialogue assists in achieving a neutral analysis of the current structure of your assets, supporting your targets and needs, defining jointly the scope of required services.

Alternative strategies

Hand in hand – a tailor-made investment strategy leads to long-term success

We jointly define your personal investment strategy in accordance with your investment preferences, your risk carrying capacity and –appetite as well as your rate of return expectations. We guide and escort you in a sustainable and long-term manner. Our focus will always concentrate on the most suitable solution for your personal requirements.

Implementation

Selective and diversified – within the context of clients’ strategy and the prevailing market conditions

You choose the tune, we add the rhythm and the appropriate instruments to achieve the desired harmony. A professional team consisting of investment professionals deploys their skills on a daily basis to support your defined investment targets, whilst supporting a safe and transparently structured investment process, protecting your assets.

Risk and reward characteristics of your portfolio are optimised by way of diversification into different asset classes, markets, business sectors and currencies. As an independent asset manager we are not exposed to conflicts of interests in selecting the appropriate investment decisions.

Monitoring and reporting

Risk conscious and transparent – bearing in mind a long-term and sustainable partnership

We build our business on sustainable, long-term partnerships and monitor continuously within the parameters of a continuous risk management tool the defined asset allocation. A neutral reporting, unobstructed by banks’ interests will grant you a constant overview on your asset situation and the performance of your investments. Our tools ensure that we are in the position to report in detail on an individual basis as well as from a consolidated perspective, for instance in case of multiple portfolio relationships.

 

Your team

Adrian Altherr
BSc HTW, CIIA, CESGA

Partner, Member of the Executive Board
Certified International Investment Analyst

adrian.altherr(at)unifinanz.li
Raphael Oehri
M.A. HSG, CAIA, CESGA

Partner, Analyst

raphael.oehri(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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