Individual portfolio management

  • For individual portfolio management we collaborate with Berenberg Bank (Switzerland) AG. Investment experts from Volksbank Liechtenstein as well as from Berenberg Bank will jointly draw up an individual portfolio management strategy together with you.

    This strategy will be specifically tailored to meet your requirements, striking an ideal balance between risk and returns. Legal and tax aspects will of course also be taken into account.

    For individual asset management we deploy the following six strategies, whereby these can be customised entirely flexibly to meet your particular requirements:

  • Conservative I
    The investment strategy of "Conservative I" invested in interest-bearing securities and conservative investment funds. Foreign currencies are hedged for the most part. High yield securities may be blended up to 10% of the portfolio value. The sensible diversification reduces the risk of default and price of individual issuers.

    Conservative II
    The investment strategy of "Conservative II" focuses on interest-bearing securities. In addition between 10% and 20% of the portfolio value is invested in global equities. Foreign currencies are hedged for the most part. High yield securities may be blended up to 10% of the portfolio value. The sensible diversification reduces the risk of default and price of individual issuers.

    Balanced I
    The investment strategy "Balanced I" uses a balanced diversification in different asset classes such as bonds, equities and alternative investments. Between 15% and 30% of the portfolio will be invested in equity securities and up to 20% in alternative investments. Foreign currencies are hedged for the most part and there are no more than 10% bonds with a rating of BB or lower. The underlying investments are diversified. The equity portfolio is globally invested.

    Balanced II
    The investment strategy of "Balanced II" uses a balanced diversification in different asset classes such as Bonds, equities and alternative investments. Between 25% and 50% of the portfolio will be invested in equity securities and up to 25% in alternative investments. Foreign currencies are hedged for the most part and there are no more than 10% bonds with a rating of BB or lower. The underlying investments are diversified. The equity portfolio is globally invested.

    Progressive
    The investment strategy of "Progressive" invests mostly in shares (50% to 75%). Additionally, up to 25% alternative investments are added. Foreign currencies are hedged for the most part. The underlying investments are diversified. The equity portfolio is globally invested.

    Equities
    The investment strategy of “equities" focuses on the investment in shares. The risk is actively managed through the selection of individual securities and the liquidity ratio. Foreign currencies are hedged for the most part. The underlying investments are diversified. The equity portfolio is invested globally.

  • We will be pleased to take time for a personal consultation. Please contact us at any time.

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