Gunnar Wirth

Principal Vermögensverwaltung is an active manager which aims to preserve and grow customer wealth. They manage portfolios on a discretionary basis and help clients to define their asset allocation and appoint investment managers. Through their business partner network they assist private clients and their families to organize their tax planning, asset protection and succession planning. The firm analyzes and evaluates client investments and assists them in formulating investment objectives. They help to select asset managers and support clients with the negotiation of terms and fees and the definition of appropriate benchmarks for their mandates. They assist in the selection, subscription and monitoring of alternative investments such as hedge funds and private equity funds. They also offer currency overlay services.

LLB-AM is a medium- to long-term, value-oriented manager which invests globally in mature equity and bond markets. Their investment approach emphasizes strategic asset structuring, securities selection and portfolio construction. Most of their investments are in European and North American equity. The firm follows a top-down investment approach based on macroeconomic fundamental research. Research is predominantly conducted in-house. Additional coverage of secondary and parallel markets is outsourced. LLB-AM seeks to identify short-term cyclical changes as well as longer-term structural macroeconomic developments and political environments likely to generate growth. They manage diversified portfolios to which they apply a quantitative risk measurement overlay.

VP Bank uses active, top-down investment management for long-term results. The firm believes that a key element in managing investments is a global network to enable the exchange of expertise between the European, American and Asian investment centers. They therefore rely on regional and global experts when defining their strategy. Their trading activities are divided between their commercial products, money markets, currencies and precious metals, and dealing teams. VP Bank uses quantitative financial models in addition to their in-house experts. They actively simulate and monitor investment risks.