Cura & Senectus Investment AG is an independent asset management firm based in Vaduz, Liechtenstein, managing globally balanced portfolios for private individuals, family offices, and institutional investors. Cura & Senectus Investment AG specializes in portfolio construction and asset allocation across equities, fixed income, real estate, hedge funds, money markets, and currencies. The firm also manages specialized investment funds, including alternative investment funds and regulated collective investment schemes. Client portfolios are managed on a discretionary basis, meaning Cura & Senectus Investment AG makes investment trades and adjustments on the client's behalf based on pre-agreed risk profiles and financial objectives. Portfolios are held at independent third-party custodian banks.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.40% |
| $2M+ | 0.40% |
Customized larger mandates pay between 0.4% and 1.5%. Fees are negotiable. Private clients are subject to a minimum quarterly fee of $3,000. Performance fees may apply based on prior agreed benchmarks.