Asset Management

Your assets are in good hands

Today's rapidly changing financial markets make the successful investment of financial assets increasingly challenging. Constant monitoring and consistent analysis of your investments are the critical factors for success in exploiting opportunities and managing risks in the face of a constantly changing market environment.

When you grant us an investment mandate, we are delighted to take on this challenging task for you. We offer professional management of your assets by our experienced investment experts taking over from you the job of ongoing market assessment and investment decision making.

Achieving your financial objectives

In order to achieve your financial objectives, we align our business practices with the basic principles of our investment philosophy. The most important element is that we jointly establish your individual client profile, taking into account any special wishes you may have.

You benefit from...

... the commitment, experience and expertise of your personal advisor and our investment specialists as well as the entire infrastructure of a modern banking institution. Strict adherence to investment procedures is an essential component of Valartis Bank (Liechtenstein) AG’s investment policy and is under constant review by our Group’s investment committee.

Our world portfolio

The main prerequisite for achieving constant progress is a worldwide broad diversification of investments. There is one guiding rule: one should be invested in at least 7 countries and in each country one should hold at least 7 assets in similar proportions.

Based on his personal circumstances, each investor must decide for himself whether he will take bonds/equities or a mixture of them.

Our long-term experience shows that index-linked investments result in particularly attractive risk/return ratios. This is the reason why we try to reflect the respective national indices (e.g., DAX, ATX, etc.) in our share recommendations.

As a guide for you we have our world portfolio (Weltdepot). The performance stated has been audited and confirmed.

Take a look at our world portfolio for yourself:
Investment Guide (page 11)

Contact

Valartis Bank (Liechtenstein) AG
Asset Management
Mr. Pasquale MARCIELLO
Schaaner Strasse 27
9487 Gamprin-Bendern
Principality of Liechtenstein

Phone +423 265 56 92
Fax       +423 265 56 24