A dedicated insurance fund can be the most appropriate means for managing the financial planning requirements of the wealthy investor.

The life insurance policy investing in an insurance dedicated fund permits a focuses approach to asset management, wealth preservation and estate planning. 

An insurance dedicated fund is a restricted pool of assets held by an insurance company dedicated to a single policy. The insurance dedicated fund is therefore designed for investors wishing to benefit from the bespoke management of an account of assets within the exclusive framework of a Liechtenstein life insurance policy.

The administrative and financial management of an insurance dedicated fund is the responsibility of the insurer, who delegates these tasks to specialist managers on a discretionary basis. The risk management profile of the fund's assets is shaped according to the investor's personal investment goals and specific parameters. Subject to compliance with the investment policy defined for each dedicated fund, the fund manager may invest in a wide range of assets and sophisticated products: including direct investment in securities (equities and bonds), UCITS, alternative products or unlisted funds.

The fund's assets are deposited in a segregated account in the books of a bank mandated for this purpose and performing the function of custodian bank for the fund,duly approved by the FMA (Financial Market Authority Liechtenstein).