Thalmann & Verling Trust reg.

What Thalmann & Verling Trust reg. does

Thalmann & Verling Trust reg. is an independent wealth management company founded in 1994 and headquartered in Triesen, Principality of Liechtenstein. The firm provides customized portfolio management, family office services, private equity advisory, and real estate investment services to two primary segments: private clients (individual investors seeking wealth preservation, family asset organization, and guidance on major financial decisions such as property purchases and pension planning) and legal entities (corporate and institutional investors seeking professional asset management and alternative investments). The core product is Professional Wealth Management, covering Swiss and American equities, bonds, real estate, investment funds, ETFs, private equity, hedge funds, and other alternative investments. Family Office Services were expanded in 2014 to address intergenerational wealth structuring, and a separate Stock Market Entry product (distributed via aktieninvestieren.ch) extends the firm's expertise to retail investors without access to professional wealth managers.

The firm operates with a small team of 1–10 employees, structured around two founding partners — Remo Thalmann and Annemarie Verling — and two executive board members, Gian-Luca Thalmann (Remo's son, joined 2020, on the management board since 2022 with a research focus) and Maximilian Grabherr (joined 2018, on the management board since 2023, previously Head of Mid- & Back Office). The revenue model is asset-based and recurring, with individualized fees derived from assets under management and service complexity rather than disclosed public pricing. Distribution is direct-advisory with sales-led client engagement; marketing is primarily content-driven via quarterly T&V Letters, a blog, newsletter subscriptions, and a LinkedIn page.

The firm operates in Liechtenstein and Switzerland, has no global footprint claim, and is a member of VuVL, the Association of Independent Asset Managers in Liechtenstein. It complies with MiFID I (since 2007) and MiFID II (since 2018) directives. Ownership is family-controlled with no external institutional investors or parent company disclosed, and the firm completed its first generational leadership transition in 2022–2023. The company celebrated its 30th anniversary in 2024.

Name

Thalmann & Verling Trust reg.

Legal name

Thalmann & Verling Trust reg.

Website

https://thalmann-verling.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Short description

Thalmann & Verling Trust reg. is an independent Liechtenstein-based wealth management firm founded in 1994, providing customized portfolio management, family office services, private equity, and real estate investments to private clients and legal entities.

Ownership category

akta.pro rank

Headquarters

HQ city

Triesen

HQ country

Liechtenstein

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Services: Asset management and wealth management services for private clients and legal entities, including portfolio management, family office services, private equity, and real estate investments.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Thalmann & Verling Trust reg. is an independent wealth management firm providing customized portfolio management, family office services, private equity, and real estate investment solutions. Services cover investment in Swiss and American equities, bonds, investment funds, ETFs, and alternative investments, with regular portfolio monitoring and advisory support for major financial decisions such as property purchases and pension planning. The firm serves both private clients and legal entities, complemented by a separate Stock Market Entry product for retail investors.

Product overview

Thalmann & Verling Trust reg. offers a unified wealth management service centered on Professional Wealth Management, which encompasses customized portfolio construction across equities (Swiss and American), bonds, real estate, and alternative investments, complemented by investment funds and ETF allocation. The Stock Market Entry product extends the firm's expertise to self-directed investors. Family Office Services, expanded since 2014, cater to intergenerational wealth preservation and organizational needs. The company publishes quarterly T&V Letters as investment research publications for clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Wealth Management Customized portfolio management service offering asset investment in Swiss equities, American equities, bonds, real estate, investment funds, and ETFs for private clients and legal entities. Includes regular contact on portfolio positions, management and preservation of family assets, and advisory support for major financial decisions such as property purchases, pension fund payouts, and pension planning.
• Stock Market Entry Self-serve investment product delivered via the aktieninvestieren.ch platform that gives investors without access to a professional wealth manager the opportunity to benefit from the firm's investment expertise. Provides entry to the stock market through professional management.
• Family Office Services Comprehensive family office services for managing, preserving, and organizing family assets across generations. Expanded by the firm in 2014 to address intergenerational wealth preservation and organizational needs for private clients.

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• VuVL (Association of Independent Asset Managers in Liechtenstein)coreOthersThalmann & Verling Trust reg. is a member of VuVL, the Association of Independent Asset Managers in Liechtenstein. This association represents independent asset managers in Liechtenstein and provides regulatory guidance and industry representation.

Scale indicators3 records

Recent moves9 records

Expansion highlights5 records

Broad incumbents

• Vontobel: Vontobel is a Swiss-listed wealth and asset manager with strong private banking and asset management franchises serving HNW and institutional clients across Europe. Comparable in offering multi-asset portfolios including alternatives, but at significantly larger scale and broader geographic reach.
• Liechtensteinische Landesbank (LLB): LLB is the state-owned universal bank of Liechtenstein offering wealth management alongside retail, corporate, and institutional banking. It overlaps with Thalmann & Verling in private wealth management but operates a much broader product set and balance sheet.

Direct peers

• VP Bank: VP Bank is a Liechtenstein-headquartered private bank offering wealth management, investment advisory, and family office services to private clients and intermediaries. It competes directly with Thalmann & Verling for Liechtenstein and Swiss-based HNW clients.
• Kaiser Partner Privatbank: Kaiser Partner is a Liechtenstein private bank offering wealth and asset management to private clients and families. Its size, geography, and family-office emphasis make it one of the most directly comparable independent private banks to Thalmann & Verling.
• LGT Group: LGT is Liechtenstein's largest private banking and asset management group, serving private clients and families globally. It is the closest direct peer to Thalmann & Verling given the shared Liechtenstein domicile, HNW client focus, and family office / wealth management orientation, though LGT operates at vastly larger scale.
• Bank Frick: Bank Frick is a Liechtenstein-regulated bank focused on asset management, investment funds, and family office services for private and institutional clients. Comparable in product breadth (multi-asset, alternatives) and Liechtenstein regulatory positioning.

Regional players

• Hyposwiss Private Bank: Hyposwiss is a Swiss private bank based in Zurich offering wealth management and family office services to private clients. It is comparable to Thalmann & Verling in target customer (HNW individuals/families) and product scope but competes in the Swiss market rather than Liechtenstein.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Customer concentration

• LinkedInlinkedin.com/company/thalmann-verling-trust-reg

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Thalmann & Verling Trust reg.