Comprehensive and individual
You know what you want from life and you follow your own goals. You have been shaped by your family background and by your experience. And you know what values mean most to you. That’s why everyone is unique; everyone has a complex personality.
The way we look at it, sustainably protecting and growing wealth should not stand in contradiction to your conception of yourself and your life. When we develop your investment strategy, we center it on a comprehensive analysis of your needs and values.
At the same time, our investment solutions have to take account of the big picture. How are the markets doing? What factors are driving global change, and how can you benefit from this as an investor? In a world full of risks and opportunities, it’s important to anticipate trends early, so you can be sure your assets are standing on the right side of change.
Both perspectives are key to the development of effective investment solutions.
Kaiser Partner Privatbank was once again able to impress across the board in this year’s quality test by the renowned testing institute FUCHS |RICHTER Prüfinstanz. With an overall rating of “very good”, it placed first among all financial institutions tested in Liechtenstein for the second time in a row.
Kaiser Partner Privatbank AG has consciously decided not to launch its own investment funds or similar products. And our advisors do not receive commissions or other kick-backs for the sale of specific products. The advantage for you is that your portfolio at Kaiser Partner Privatbank AG is based exclusively on investments that accord with your goals and requirements. “Best-in-class” is not just an empty phrase; it is a clear method for developing your individual investment mix.
When is an investment successful? The answer may differ according to your specific aims. The following questions demonstrate how important transparency is to the success of your investments. Are the costs of your portfolio unclear? Do some of the investments in your portfolio contradict your values and standards? Do your investments carry any unforeseen tax implications?
At the heart of wealth management at Kaiser Partner Privatbank AG lie three service profiles, which you can personalize to suit your requirements.
Sustainability and conscious responsibility towards society and the environment are more than just a current trend for us: In 2009 Kaiser Partner Privatbank was the first bank in Liechtenstein who signed the UN Principles for Responsible Investing (PRI). A decade after being an early adopter of the PRI, Kaiser Partner Privatbank again was the first bank in Liechtenstein who became official Signatory of the UN Principles of Responsible Banking (PRB).
As part of the PRI, we committed us to the ESG: The abbreviation stands for Environmental, Social, and Governance and refers to the three central factors in measuring the sustainability and societal impact of an investment in a company or business. As a result, we fully integrated the ESG criteria into our investment process.
Whether for private clients or foundations, we have the right solution for every need, in the form of a sustainability mandate, detailed sustainability reporting or the alignment of your investment philosophy with your corresponding foundation objectives.
Investing in private markets can improve the expected return on a portfolio while reducing volatility. This yields a better risk-adjusted return profile.
Kaiser Partner Privatbank AG offers you a low-threshold, comprehensive and exclusive solution in private markets that was previously only open to a limited circle of investors.
