Salmann Investment Management Ag

Name

Salmann Investment Management Ag

Legal name

Salmann Investment Management AG

Website

https://salmann.com

Company type

Private

Founded year

1985

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Asset management
• Wealth management
• Portfolio management
• Investment advisory
• Discretionary asset management

Headquarters

HQ city

Vaduz

HQ country

Liechtenstein

HQ region

Europe

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees (Fixed Fee): Quarterly calculated fixed fee as a percentage of average invested capital over the past quarter, pro rata temporis. No performance fee with this option.
2. Asset Management Fees (Fixed Fee Plus Performance): Fixed fee plus annual success fee of 10% of net gains exceeding a contractually defined target return, calculated after deducting all bank costs and fixed fees. Performance fee is waived if losses occurred in prior periods and suspended until losses are recovered.
3. Competitor Analysis Services: Analysis and commentary on existing portfolios of other providers, free initial service to attract clients.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Salmann Investment Management AG provides bank-independent discretionary asset management services for discerning wealthy private clients under individually tailored mandates. The firm applies a value-investing approach across equities, bonds, precious metals, alternatives, and liquid assets, with investment decisions made by an investment committee and executed through a custodian bank triangle relationship. Specialized strategies include the European Stock Portfolio (since 2004), Swiss Stock Portfolio (since 2012), ESG mandates, and customized sustainability portfolios.

Product overview

Salmann Investment Management AG is a bank-independent asset management company offering a unified wealth management service for discerning wealthy private clients and institutional investors. The core offering consists of discretionary asset management mandates, supplemented by specialized equity portfolios including the European Stock Portfolio (since 2004) and Swiss Stock Portfolio (since 2012), both employing value-investing strategies. The company also offers ESG strategy mandates and customized sustainability portfolios. Investment is conducted through a custodian bank triangle relationship where client assets remain in the client's name at a reputable bank. The company applies a value-oriented investment approach with disciplined, quantified fundamental analysis across equities, bonds, precious metals, alternative investments, and liquid assets. Two fee models are offered: a fixed fee or fixed fee plus 10% performance participation above target return.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Management (Standard Mandates) Core bank-independent discretionary asset management service for discerning wealthy private clients, managing portfolios according to contractually agreed strategies across equities, bonds, precious metals, alternative investments, and liquid assets.
• European Stock Portfolio (ESP) Value-oriented European equity portfolio investing in neglected companies from the Dow Jones Stoxx 600 Index offered at favorable valuations since January 2004; annualized return of 7.11% with 12.12% volatility.
• Swiss Stock Portfolio (SSP) Value-oriented Swiss equity portfolio selecting undervalued companies from the Swiss Performance Index since January 2012; annualized return of 8.93%, outperforming the benchmark (7.61%).
• ESG Strategy Sustainability-focused investment strategy considering ESG (Environment, Social, Governance) factors and individual client sustainability preferences, compliant with the Sustainable Finance Disclosure Regulation (SFDR).
• Customized Sustainability Portfolios Individually compiled sustainability portfolios tailored to clients with specific ESG preferences, considering individual sustainability requirements in portfolio strategy.
• Investment Funds / ETFs Investment funds and ETFs used for exposure to distant regions such as emerging market equities or when small portfolio weights require broad diversification, selected using the same quality criteria as direct investments.

Quantifiable outcome

• European Stock Portfolio achieved 366.44% cumulative return (7.11% annualized) vs MSCI Europe Index 382.45% (7.27% annualized) since January 2004
• +1 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• FMA Liechtenstein (Financial Market Authority)coreOthersRegulatory supervisory authority for Salmann's licensed asset management operations. Conducts regular inspections regarding compliance with laws and professional standards.
• VuVL (Verein unabhängiger Vermögensverwalter in Liechtenstein)coreOthersAssociation of Independent Asset Managers in Liechtenstein. Salmann is a member bound by Code of Ethics and Professional Conduct.
• EAS (Einlagensicherungs- und Anlegerentschädigungs-Stiftung PCC)coreOthersInvestor compensation scheme operator (FL-0002.039.614-1). Provides investor protection corresponding with EU law.
• Out-of-Court Arbitration Board (Dr. Peter Wolff)minorOthersOut-of-court arbitration for settlement of claims between clients and asset management companies. Appointed arbitrator for Liechtenstein government 2009-2025.

Scale indicators9 records

Recent moves6 records

Expansion highlights4 records

Regional players

• Liechtensteinische Landesbank (LLB): State-owned Liechtenstein bank offering private banking, asset management, and investment advisory in Liechtenstein and Switzerland. A direct regional competitor for HNW client mandates and discretionary portfolios.
• VP Bank: Liechtenstein-based private bank serving HNW clients in Liechtenstein, Switzerland, and other European markets. Comparable in domicile and target client segment, though VP Bank is a full-service bank with integrated custody rather than an independent asset manager.

Broad incumbents

• Julius Baer: Swiss pure-play wealth manager serving HNW/UHNW clients globally with discretionary and advisory mandates. A large-scale incumbent comparable on target client profile and Liechtenstein/Switzerland regional relevance.
• Pictet Group: Swiss private bank and asset manager with strong European value/equity capabilities and HNW wealth management. Comparable on investment philosophy and cross-border European client reach, though at vastly larger scale.
• Vontobel: Swiss private banking and asset management group with discretionary mandates, investment advisory, and a focus on Swiss/European wealth management. Provides a broader-incumbent benchmark to Salmann's specialized offering.

Direct peers

• Vermögensverwaltung Albin Eckert: Independent German/Liechtenstein-area asset management boutique offering discretionary private client mandates. Less information publicly available, but operates in the same independent wealth-manager niche Salmann serves.
• LGT Group: Liechtenstein-headquartered private banking and asset management group owned by the Liechtenstein princely family. Like Salmann, it serves HNW/UHNW clients and offers discretionary portfolio management, but at vastly greater scale — making it the most direct geographic and structural comparable.
• GAM Investments: Swiss-listed independent asset manager specializing in active investment strategies across equities, fixed income, and alternative investments. Comparable as an independent, value-oriented active manager with discretionary mandates, though operating at materially larger scale.
• Bellevue Asset Management: Swiss independent asset manager focused on equity strategies, including value and healthcare specializations. Closely comparable to Salmann's ESP and SSP value strategies and similar boutique profile.
• Mirabaud: Swiss private bank offering discretionary asset management, wealth planning, and fund services for private and institutional clients. A comparable independent Swiss wealth manager with a similar boutique-to-mid-size profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/salmann-investment-management-ag

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles19 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 Salmann Investment Management Ag