Principal Asset Management AG

Overview

Principal Vermögensverwaltung AG presents itself as an owner-managed, independent wealth-management boutique serving international clients. The firm is licensed and supervised by Liechtenstein’s Financial Market Authority and reports access to EU and EEA markets through the EU passport regime.¹²

History

Principal was founded in 1989. Its shares are mainly held by managing partners and members of the board.¹

Leadership

Heimo Quaderer is Partner and President of the Board, overseeing client service, business development, alternative investments and holdings. Ralf Konrad is Chief Executive Officer, responsible for business development, client service and membership of the investment committee.¹

Dr. Uwe Heller, CFA, is Chief Investment Strategist and leads the investment committee, with responsibility for asset allocation. Markus Brandl, CFA, is a member of management responsible for family-office services, manager selection and fund management.¹

Services

Principal provides discretionary wealth management built around individualized investment objectives, reference currencies and risk profiles. Its investment process combines strategic and tactical asset allocation with external managers and direct investments.²

The firm offers tailored fund solutions, support for Liechtenstein-domiciled investment funds, private label funds and access to an international fund-manager network.²

Its external family-office service covers total-wealth organization, manager and custodian selection, consolidated reporting across bank deposits, alternative-investment allocation and ongoing cost and risk oversight.²

Principal’s private-markets activity includes direct investments, club deals, co-investments and fund investments across private equity, venture capital, real estate, private debt and hedge funds.²

What the firm offers

• Private and alternative investments
• Cross-border planning

Client focus

Principal serves international clients seeking wealth management, fund services, private-markets access or coordinated family-office support.¹²

Approach

Principal describes its approach as guided by long-term relationships, independence, transparency and an entrepreneurial mindset.¹

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.