• Asset Management
  • Asset Management
  • Asset Management
  • Asset Management

The IMT Asset Management Division is an independent Asset Manager pursuing an Institutional Investment Approach. It is regulated and licensed to act throughout the European Economic Area.


IMT Asset Management AG (IMTA) was founded in 1999 and is specialized in Asset and Fund Management as well as Investment Consulting. IMTA is located in Liechtenstein and supervised by the Liechtenstein Financial Market Authority (FMA). This allows us to provide services in all member states of the European Union and the European Economic Area (EEA). Currently, IMTA is licensed to carry out its services in Liechtenstein, Austria, and Germany.

SERVICES

Asset Management
Discretionary Asset Management for institutional and private clients. Our focus is on a solid Strategic Asset Allocation, disciplined Portfolio Implementation, controlled Risk Taking, and ongoing Portfolio Monitoring.

Management of Regulated Investment Funds
We are together with our colleagues from IMT Financial Advisors specialized in structuring, managing, and running Funds. Our expertise spans all major asset classes, including Hedge Funds, Private Equity and Real Estate. Funds provide a very interesting umbrella for bespoke Investment Solutions and Wealth Structuring. A fund solution offers a regulated structure with strong inherent Investment Governance, transparent Reporting, Privacy, and Tax Advantages. Furthermore, funds are an efficient means to transfer Family Assets among family members and internationally.

Investment Controlling
Trusts, foundations, and family offices work with us to overlook their investment mandates. This enhances governance greatly and helps the respective boards to objectively and professionally fulfil their fiduciary duties. We act as an independent, unbiased pair of eyes and work closely with the fiduciaries to manage the relationship with the investment managers, to monitor investment risks, and to keep costs under control. This may include the design of a new governance structure and taking a seat in investment committees and boards.

Investment Advice
We are more than happy to share or expertise with our clients when it comes to investment decisions. This may include the selection process of third-party Investment Managers or specific due diligence on complex Investment Opportunities, e.g., in the area of Private Equity or Direct Investments.


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INVESTMENT PHILOSOPHY

Our investment approach is based on the believe that a long-term robust strategic Asset Allocation is the key for long term performance. Many scientific studies show that the Asset Allocation is by far the major performance driver and accounts for up to 80% of the overall Portfolio Performance. An Asset Allocation is robust, i.e., exhibits limited draw down risks even under adverse market conditions, if there is sufficient diversification across the various asset classes and risk factors. Since we put such great emphasis on the Strategic Asset Allocation we let leading industry experts review our approach on a regular basis. This reflects our belief that constant learning and critical self-assessment is the key to long-term term success.

When implementing our portfolios we decide on tactical variations against the Strategic Asset Allocation to account for unforeseen changes in the market environment. When deciding on individual investments we apply a rigorous selection process. Depending on the market sector we deploy either active or passive Investment Products. Our clients can expect Full Transparency and fair asset management fees.

INVESTMENT OUTLOOK

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TEAM

Asset Management

Erek Nuener

Attorney at Law, Dr. iur., LLM

  • Admitted to the Liechtenstein bar in 1997
  • Master Degree (LL.M.) Boston University, International Banking and Finance Law – 1998
  • Partner – 1998
  • Member of various Investment Committees and Supervisory Boards of Financial Services Companies
  • Languages: German & English

Thomas Mätzler

Economist, Mag. rer. soc. oec.

  • Economist (Mag. rer. soc. oec.) – 1993
  • Post Graduate Degree in Trust Services at the Liechtenstein University of Applied Sciences & Member of the Liechtenstein Trustees Association – 2004
  • Associate – 2000
  • Partner – 2007
  • Languages: German & English

Andreas Insam

Economist Dr. rer. soc. oec.

  • Economist (Dr. rer. soc. oec.) – 1983
  • Since 1998 CEO of Bendura Bank AG
  • Member of the Advisory Board – 2010
  • Languages: German, English & French

Erich Pfister

Lawyer, PhD in Law

  • Lawyer University of Zurich - 1993
  • Chief Executive Officer ODDO BHF (Schweiz) AG - 2018
  • Member of the Board – 2018
  • Languages: German, English & French

Omer Rehman

Economist, PhD in Business Administration and Finance

  • University of Innsbruck/PhD University of Vienna/HHS Stockholm
  • Investor
  • Senior Advisor for leading PE Companies - 2017
  • Member of the Board – 2018
  • Languages: German & English

Walter Nuener

Of Counsel, Dr.iur., Founder of IMT Group

  • since 1959 as legal counsel, banker and corporate advisor
  • Founding partner of IMT
  • Counselor of international business corporations
  • Languages: German, English & French

Thomas Trauth, CEO

Economist, Dr. rer. pol., CFA, FRM

  • Economist – 1991
  • Chartered Financial Analyst (CFA) – 2003
  • Financial Risk Manager (FRM) – 2004
  • CEO IMT Asset Management AG – 2015
  • Languages: German & English

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Serafin Eberle

  • Education in Banking and Wealth Management
  • Associate – 2013
  • Languages: German, English & French

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Matthias Macho

  • Executive MBA in Wealth Management at the Liechtenstein University – 2011
  • Associate – 2005
  • Languages: German & English

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Luca Liepert

  • Master of Science in Finance, University Liechtenstein - 2018
  • Asscociate – 2018
  • Languages: German & English

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Lukas Salcher

  • Master of Science in Finance, University Liechtenstein - 2018
  • Associate - 2018
  • Languages: German & English

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Franz Risch

  • Compliance Officer - Risk Manager
  • Certified Private Banker and Portfolio Manager
  • Associate – 2005
  • Languages: German, English & French

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

Bettina Jost
Certified Liechtenstein Fiduciary Expert
b.jost@imt.li

CONTACT

ASSET MANAGEMENT

Austrasse 56, P.O. Box 452, 9490 Vaduz Liechtenstein

T +423 237 1090
F +423 237 1099