Livalor Vermögensverwaltung AG has representative offices in Vaduz and Zurich. We attach great importance to values, tradition and independent investment advice. As a subsidiary of the company Allgemeines Treuunternehmen ATU, which was founded in 1929, we are correspondingly characterised by the determination to preserve values.
We offer you a high degree of expertise, flexibility and experience, and support you with consultancy know-how when implementing your individual requirements. In this conjunction, we are able to draw upon a broad-based network of international contacts.
In addition to theoretical financial know-how, our entire team has extensive practical experience in respect of market knowledge and customer needs.
Held leading positions in the fields of asset management, trading, advisory and risk management at a Liechtenstein bank over 15 years. Subsequently, as a member of the boards of management of banks in Switzerland and Liechtenstein, responsible for asset management, finance and operations. Graduated as Bachelor of Business Administration from the University of Applied Sciences of St. Gallen and further education to qualify as a Financial Analyst and Asset Manager with Federal Diploma.
Asset manager with over 20 years of experience as an investment specialist. Previous activities: Two years in the field of asset management, nine years as Head of Portfolio Management and CIO as well as Head of Products, three years with special mandate UHNWI, thirteen years at a big bank in a variety of positions in Zurich, Lausanne, Basel, London and Paris.
Training and activity as a private client advisor at a private Liechtenstein bank, supporting local and international clients. Bachelor of Arts in Banking & Finance at the University of Zurich. Certified wealth management advisor. Currently pursuing further training as a Chartered Financial Analyst (CFA), Level III.