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Asset management

Relax and watch your assets work for you.

Gain more freedom and leisure time by delegating the management of your assets to our experts.

By signing up for a VP Bank asset management mandate you are opting for a first-class solution and handing over the time-consuming task of managing your assets to our experts. Our professionals will take care of the investment decisions and portfolio monitoring for you. They will actively manage your assets according to your personal investment profile.

Bistro Triesen

How you benefit

  • More leisure time thanks to the delegation of time-consuming tasks
  • Active management of your assets
  • Delegation of investment decisions to selected experts
  • Access to our worldwide network
  • The right solution for you, with the best products worldwide
  • Systematic portfolio monitoring
  • Stringent risk control
  • Comprehensive reporting

Our offering

Strategy funds

Strategy funds enable you to take advantage of our expertise even with smaller investment amounts. You benefit from our active investment approach combined with comprehensive risk monitoring.

 

How you benefit

  • Continuous analysis of opportunities and risks on the financial markets
  • Active rebalancing of asset classes in line with changing market situations
  • Optimal balance between risk and return
  • Configuration options are highly flexible
  • First-class implementation based on our best-manager approach
  • Hedging against exchange rate fluctuations
  • Broad offer of investment strategies and reference currencies
  • Tried-and-tested risk management approach

Fund mandate

With a fund mandate we implement your chosen investment strategy by means of collective investments. From the universe of available funds we identify those products which are best-in-class in terms of their performance, investment risk, track record, management and transparency. So you can rest assured that you will always acquire the most effective collective investments.

 

How you benefit

  • Active allocation across the different asset classes in accordance with our market assessment
  • Access to our best managers and their investment products
  • Broad offer of investment strategies and reference currencies
  • Simple, comprehensible mandate structure with selected collective investments
  • Cost-effective investments in funds with institutional tranches

Classic mandate

A classic mandate makes use of the entire spectrum of financial instruments. It is implemented using both individual and collective investments. The expertise of our equity and bond specialists in selecting instruments, combined with our tactical investment decisions, guarantees the best possible results for your mandate.

 

How you benefit

  • Continuous analysis of opportunities and risks on the financial markets
  • Active rebalancing of asset classes in line with changing market situations
  • Optimal balance between risk and return
  • First-class implementation based on our best-manager approach
  • Configuration options are highly flexible
  • Broad offer of investment strategies and reference currencies
  • Hedging against exchange rate fluctuations
  • Tried-and-tested risk management approach

Special and Sustainability Mandates

Special Mandate

With a Special Mandate you can stipulate your own wishes and requirements, and we configure the mandate with the appropriate degree of flexibility. To ensure that you achieve your aims we build in your strategy as well as your wishes regarding asset classes, regions and sectors. Our continuous analysis of the leading financial markets, combined with comprehensive risk management, results in a broadly diversified portfolio. Your portfolio manager will actively carry out any tactical adjustments required.

 

Sustainability Mandate

Our sustainability management enables you to make ecologically, socially and ethically responsible investments. So you remain true to your beliefs and have a positive ecological and social impact. The selection decisions of our investment specialists are based on data supplied by MSCI ESG Research, a leading provider of sustainability analyses.

 

How you benefit

  • High degree of flexibility when shaping your investment strategy and portfolio parameters
  • Continuous analysis of opportunities and risks on the financial markets
  • Active rebalancing of asset classes in line with changing market situations
  • First-class implementation based on our best-manager approach
  • Tried-and-tested risk management approach
  • Issues of sustainability taken into account

Enhanced Mandate

With the Enhanced Mandate we implement your chosen investment strategy even more actively. The focus is on making use of cost-effective investment instruments, such as ETFs, index funds and derivatives. As well as active asset allocation across the different classes in accordance with our market assessment, we achieve further optimisation through volatility trading, momentum investing and thematic investing.

 

Volatility

Because of its capacity for mitigating risk, we use volatility trading as an additional investment technique. To this end we employ risk-controlling options strategies in the various asset classes.

 

Momentum

Markets of all kinds frequently experience periods of consistent movement in one direction. We compare the markets over longer periods and exploit trends in a forward-looking manner.

 

Themes

We identify and take account of investment themes which may offer great performance potential.

 

How you benefit

  • Cost-effective implementation of your investment strategy using passive investment elements
  • Active implementation of the VP Bank market assessment
  • Risk/return profile optimised through active use of volatility trading, momentum investing and thematic investing

Contact us

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