Alvier Asset Management

What Alvier Asset Management does

Alvier Asset Management AG is an independent, FMA-licensed wealth and asset management firm headquartered in Vaduz, Liechtenstein. Founded by six partners with over 150 years of combined professional experience, the firm serves private clients, families, and institutional investors with discretionary portfolio management, wealth and succession planning, tax planning, relocation support, portfolio consolidations, and ongoing risk monitoring. The firm differentiates on absolute independence, codified through VuVL membership and FMA Guideline 2011/1, and on a sustainability-integrated investment approach structured around SFDR Articles 3, 4, and 5 with a two-tier framework (Level I avoidance; Level II promotion aligned with EU Taxonomy).

The business model is fee-based recurring asset management revenue, delivered through direct relationship management by partners and wealth managers rather than third-party distribution. There is no public pricing or AUM disclosure. The firm maintains an international expert network covering tax, law, foundations, and trusts to deliver cross-border advisory services, and it has built strategic partnerships — notably with Carnot Capital for impact equities and with Medio GmbH (using Clarity AI) for sustainability impact reporting — that extend its product shelf and ESG evidence base. Operations are run from a single Vaduz headquarters with 11-50 employees; no subsidiaries, M&A, or external institutional ownership are disclosed.

Name

Alvier Asset Management

Legal name

Alvier Asset Management AG

Website

https://alvier-am.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Alvier Asset Management AG is an FMA-licensed independent wealth and asset management firm based in Vaduz, Liechtenstein, serving private clients, families, and institutional investors with discretionary portfolio management, succession and tax planning, and SFDR-aligned sustainability investment solutions.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Asset management services
• Wealth management
• Portfolio management
• Investment advisory
• Succession planning

Headquarters

HQ city

Vaduz

HQ country

Liechtenstein

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: The company generates revenue through asset management fees for managing portfolios for private and institutional clients. Services include discretionary mandate management with varying levels of sustainability focus.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Alvier Asset Management AG is an independent asset and wealth management firm based in Vaduz, Liechtenstein, providing discretionary portfolio management for private clients/families and institutional investors. Core services include asset management, wealth and succession planning, tax planning, relocation support, portfolio consolidations, and risk monitoring. The firm additionally offers Carnot Capital Impact Equities for measurable social and environmental impact investing.

Product overview

Alvier Asset Management AG operates as an independent wealth and asset management firm serving private clients, families, and institutional investors. Its core offering consists of two primary service lines — Asset Management for Private Clients and Asset Management for Institutional Clients — built around a philosophy of long-term, sustainable, and independent investing. The firm layers on supplementary services including Wealth and Succession Planning, Tax Planning, Relocation Support, Portfolio Consolidations, and Risk Monitoring, which are delivered through a national and international expert network covering taxes, law, foundations, and trusts. An additional differentiated offering is Carnot Capital Impact Equities, which provides access to equities delivering measurable social and environmental impact, offered via a strategic cooperation with Carnot Capital. The overall portfolio is organized as a core advisory framework supplemented by modular add-on services tailored to individual client needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Management for Private Clients Personalized wealth management service for individual private clients, covering portfolio construction, risk management, and investment advisory tailored to the client's financial goals and sustainability preferences.
• Asset Management for Institutional Clients Professional asset management service for institutional investors, providing comprehensive portfolio management aligned with institutional mandates and ESG standards.
• Wealth and Succession Planning (Vermögens- und Nachfolgeplanung) Comprehensive wealth and succession planning service that helps clients structure, preserve, and transfer assets across generations, supported by the firm's international expert network.
• Tax Planning and Tax Return Assistance (Steuerplanung und Unterstützung bei Steuererklärungen) Tax planning and tax return support service that leverages the firm's national and international expert network to address cross-border and domestic tax matters for clients.
• Relocation Support (Wohnsitzwechsel) Residency relocation assistance that helps clients navigate cross-border moves and associated regulatory requirements via the firm's expert network.
• Consolidations and Risk Monitoring (Konsolidierungen und Risikoüberwachung) Portfolio consolidation and ongoing risk monitoring service that ensures alignment with client objectives and risk tolerance across the wealth structure.
• Carnot Capital Impact Equities A selection of equities that create measurable social and environmental impact, offered through the firm's cooperation with Carnot Capital to enable clients to pursue sustainable investment strategies.

Quantifiable outcome

• Over 150 years of combined professional experience with 6 founding partners

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core, minor and supporting.

• Carnot CapitalcoreStrategic or Co-development PartnerThrough cooperation with Carnot Capital, Alvier Asset Management offers a selection of equities that create measurable social and environmental impact. This partnership enables the firm to provide sustainable investment options aligned with ESG principles and SFDR requirements.
• Verein unabhängiger Vermögensverwalter in Liechtenstein (VuVL)coreOthersAlvier Asset Management is a member of the Association of Independent Asset Managers in Liechtenstein. The company's Code of Ethics and Professional Conduct was declared binding by the Liechtenstein Financial Market Authority FMA on 7 June 2011 (FMA Guideline 2011/1).
• Deposit Guarantee and Investor Compensation Foundation PCCminorOthersThe company is a member of the Deposit Guarantee and Investor Compensation Foundation PCC (eas-liechtenstein.li), providing investor protection.
• The Swiss Association of Private Held Companies (vpag.ch)minorOthersThe company is a member of the Swiss Association of Private Held Companies, expanding its network within the Swiss financial ecosystem.
• Medio GmbHsupportingStrategic or Co-development PartnerAlvier Asset Management works with Medio GmbH to develop Impact Reports based on sustainability data from Clarity AI for independent, conclusive assessment of sustainable financial products.

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Direct peers

• VP Bank: VP Bank is a Liechtenstein-listed bank focused on private banking and asset management for private and institutional clients, including intermediated and discretionary mandates. Comparable in domicile, client segments, and core offerings to Alvier.
• LLB Group (Liechtensteinische Landesbank): LLB is the Liechtenstein national bank offering private banking, asset management, and institutional services across the region. Comparable in geography, regulated status, and the mix of private and institutional asset management.
• LGT Group: LGT is a Liechtenstein-headquartered private banking and asset management group serving private clients, families, and institutional investors with discretionary and advisory mandates. It is the most direct geographic and business-model peer to Alvier in the Liechtenstein wealth management ecosystem.
• Bank Frey & Co. Bank Frey is a small independent Swiss private bank focused on asset management and wealth planning for private clients. Highly comparable boutique positioning, family-owned model, and emphasis on personalized discretionary management.
• Hyposwiss: Hyposwiss is a Zurich-based Swiss private bank offering wealth management and asset management to private and institutional clients. Comparable as an independent-style wealth manager with discretionary mandates and a cross-border Swiss/Liechtenstein footprint.

Broad incumbents

• J. Safra Sarasin: J. Safra Sarasin is a Swiss private banking group with strong sustainable investing capabilities serving private and institutional clients. Comparable in wealth management focus and ESG orientation, but operating at substantially larger scale.
• Mirabaud Group: Mirabaud is a Swiss wealth and asset manager offering private banking, asset management, and securities services internationally. Overlaps with Alvier on private wealth management and institutional mandates, but at significantly larger scale and broader product set.
• Pictet Group: Pictet is a major Swiss private bank and asset manager serving private clients and institutional investors globally. It competes with Alvier in private wealth and discretionary mandates but at a vastly larger scale and broader investment offering.

Others

• Medio GmbH: Medio is Alvier's sustainability data and impact reporting partner, leveraging Clarity AI to produce SFDR-aligned impact reports. Relevant as an enabling technology and reporting partner adjacent to the asset management value chain.

Emerging players

• Carnot Capital AG: Carnot Capital is a Swiss impact equity manager partnered with Alvier to deliver measurable-impact equity portfolios. Relevant as a strategic partner and as a comparable niche-impact investment specialist adjacent to Alvier's core offering.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/alvier-asset-management-ag

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 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 Alvier Asset Management