Consilia is part of Ganten Group. For private clients, Ganten Group handles all aspects of trust and foundation formation, as well as related services such as administration, accounting, tax filings, and other client needs. Additionally, in collaboration with the partner BWB Rechtsanwälte AG, they can ensure legal optimization as per the client’s requirements.
The internal demand for independent portfolio analyses for a large number of charitable, family, and other foundations and trusts within the Ganten Group led to the establishment of this area of expertise within Consilia Anstalt. Founded in 1975, Consilia has specialized in investment controlling. The extensive benefits of these services are now also offered to third parties.
The 300-year-old Principality of Liechtenstein is located between Switzerland and Austria. It provides a highly stable political, economic, and legal environment for various private and business purposes. The number of jobs, especially within the strong financial sector and innovative high-tech industry, is nearly equivalent to the population of 38,000 residents. Liechtenstein is a member of the European Economic Area and has had a customs agreement with Switzerland since 1923, providing excellent opportunities for direct access to both Switzerland and the EU („passporting“).
The 300-year-old Principality of Liechtenstein is located between Switzerland and Austria. It provides a highly stable political, economic, and legal environment for various private and business purposes. The number of jobs, especially within the strong financial sector and innovative high-tech industry, is nearly equivalent to the population of 38,000 residents. Liechtenstein is a member of the European Economic Area and has had a customs agreement with Switzerland since 1923, providing excellent opportunities for direct access to both Switzerland and the EU („passporting“).
Wealth accumulation is an ongoing process that relies on good decisions based on precise analyses, ideally resulting in an efficient portfolio. Even small mistakes or an elevated cost structure can have devastating consequences. The destructive impact of these inefficiencies often become clear only after years, and they may not necessarily violate common practices or existing regulations.
with 5% p.a.
No Data Found
For most individuals who do not manage their wealth themselves and are not deeply involved in the subject matter, evaluating the relative performance of their portfolio can be challenging. Moreover, due to the lack of transparency in many collective investments, gaining an overview of the assets held is often not possible. Different types of fees charged by various parties further complicate matters. In addition to requiring significant time and effort, it’s nearly impossible without appropriate tools to find the reasons for said inefficiencies.
On the chart, an investment of 3,000,000 CHF over 25 years at an average annual return of 5% is depicted. When reducing the costs from 2% to 1%, a difference of 720,000 CHF becomes apparent.
Our team, with years of experience in the industry, possesses the necessary know-how to thoroughly assess the performance of your portfolio through a structured process. This enables us to identify inefficiencies in your portfolio.This results in:
The performance report displays the risk and return ratio of your portfolio. Interpreting performance is a specialized field, and the performance report assists by creating a reference portfolio with a comparable risk profile. This reference portfolio allows for a relative assessment of your portfolio performance.
With portfolio analysis, we provide the much-needed transparency and foundation for future optimizations. Specialized in these areas, equipped with state-of-the-art tools, and a keen eye for detail, we professionally analyze your portfolio and provide you with valuable insights.
Portfolio monitoring offers continuous tracking of investment guidelines, risk-return ratios, and specific topic analyses. Through portfolio monitoring, Consilia becomes your long-term partner in optimizing your portfolio. We not only analyze your portfolio’s current state but also track its development. We verify whether our recommendations have been correctly implemented, offering you deeper advantages. This allows us to consistently add value to you and your wealth.
Consilia Anstalt
Pflugstrasse 20
9490 Vaduz
We value the confidentiality of individuals and therefore do not collect data from visitors to our websites.
