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

Professional and holistic management of your assets

Your needs, requirements and personal objectives are our prime priority. Based on our long-term experience in the areas of asset analysis, asset management and -consulting as well as Investment Controlling we commit ourselves with passion and lifeblood.

We love what we do – and have done so for decades.

scroll
Private individuals

Fair and tailor-made asset management solutions

Embark with us on your own journey. On the basis of the findings in a personal dialogue we provide independent asset- and portfolio management tuned to your requirements. You choose the tune, we add rhythm and the appropriate instruments to achieve the desired harmony. A professional team of investment experts commit themselves in a daily routine to monitor your investment objectives and supports you by way of a structured investment procedure adding safety and transparency to your assets.

We endorse in sustainable and long-term relationships among partners and monitor within the framework of a continuous risk management procedure the determined asset allocation to ensure that the tune matches with your risk appetite, enabling you to consciously and comfortably concentrate on your own work and leisure time.

More on Wealth Management
Responsible person:
Adrian Altherr

Investment Controlling designed to holistically supervise your assets

We accompany you as an independent partner in the holistic supervision of your assets. Assigning an investment controller is laying the cornerstone for a sustainable, cross-generation and optimised implementation of the investment objectives as defined by yourself.

More on Investment Controlling
Responsible person:
Markus Büchel
Private investors

Market analysis for private investors (The Monitor)

As one of the first practitioners in Europe we offer an active financial market analysis on the basis of “New Finance”, tailor-made for institutional investors, financial intermediaries, banks, insurance companies as well as private individuals in the following sectors:

- Securities by regions
- Securities by sectors
- Currencies

Applying scientific and practical findings we for over two decades compile and issue financial analyses under the label “The Monitor” – now in its ninth revised “generation”.

View our factsheet
Responsible person:
Alfons Cortés
 

Unifinanz Trust reg.
Austrasse 79
LI-9490 Vaduz

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

Investment Controlling Wealth Management Monitoring & Research

VacanciesTeam Downloads

Subscribe to newsletter Register
 

Data protection
General Terms and ConditionsAbout us

   


© 2019 Unifinanz Trust reg.