Ahead Wealth Solutions AG („Ahead“) is a management company under Liechtenstein law in the legal form of a limited company with its registered office in Vaduz. Ahead was established in 2008 in accordance with the relevant European law.

Ahead Wealth Solutions AG is subject to prudential supervision by the Liechtenstein Financial Market Authority (FMA) and has obtained two authorisations necessary to engage in fund business in Liechtenstein: as a management company as envisaged in the Liechtenstein Law on Undertakings for Collective Investment in Transferable Securities (UCITSA) and as an AIFM according to the provisions of the Liechtenstein Law on Alternative Investment Fund Managers (AIFMA). Ahead is a member of the Liechtenstein Investment Fund Association (LAFV), of which it currently holds the presidency. Naturally, when providing our services we live up to the exacting requirements and quality standards set out in the Code of Conduct for the Liechtenstein Fund Centre.

As well as being authorised in Liechtenstein, Ahead is an officially registered provider of cross-border investment fund services in Germany, Luxembourg, Austria and Italy. Ahead offers financial intermediaries an independent platform from which to set up and launch private label funds. We support and advise the client right through from initial conversationto fund launch, calling in banking, legal and tax experts as and when required. Besides the ongoing administration of Liechtenstein-registered funds, we offer risk management, sales support and help in repatriating investment funds from abroad. With regard to asset classes, we cover not only the classic types of securities but also alternative investments such as real estate and private equity. Because we are an independent management company, the promoter has completely free choice of depositary (custodian bank) for its funds: we are currently working with six Liechtenstein banks in this capacity. In Ahead, clients have an innovative and reliable partner by their side. Have we aroused your interest? If so, please contact us. We look forward to meeting you in person for an exchange of ideas.

Ahead's business activities combine the values of the Liechtenstein financial center: tradition, innovation and sustainability.

We love our earth. It is therefore important for us to combine the values ​​of tradition and innovation with sustainability in our business model wherever possible. We create innovative, process-oriented solutions using modern regulatory environment and new technological developments. In this way, we unleash adaptability and innovative capacity in order to cope with the upcoming ecological transformation.

Ahead attaches great importance to conserving resources and has specifically taken the following measures to save resources:

• Paper is primarily printed on both sides
• Use of modern, energy-saving devices
• Switching off the screens when not in use for a long time
• Purchasing from local suppliers, etc.

We live fair, sustainable and long-lasting partnerships externally with our customers and business partners, as well as internally with our employees and shareholders.

In line with our corporate vision «Your business idea. Our fund solution. Common success» we offer our customers a lot of freedom in designing their financial products within the law framework. We are technically set up in such a way that we can implement all of our customers' sustainability goals.

The executive board of Ahead runs the company with commitment, relying on the expertise, conscientiousness and care of its qualified employees. It acknowledges its responsibility to set high ethical standards in all matters. The success of the company, taking into account the regulatory and legal framework as well as customer needs, has top priority.

Our employees experience a positive working atmosphere and safe working environment, are competent and highly motivated. The concept of service guides our actions and is the key to high customer satisfaction. The view of others, their personal dignity, privacy and personal rights are of great value, we respect and support each other in the team. We also represent this attitude to our customers. 

Our employees are individually supported and have equal opportunities for development. In their respective areas of responsibility, the employees expand their in-depth knowledge through external training, which is implemented in our internal directives and regulations. The qualification of all employees and the adaptation to changing framework conditions is ensured through internal training.

In accordance with the European Union's understanding of sustainability, it should not only be limited to ecological aspects, but rather should take into account the entire ESG (Environmental, Social and Governance) spectrum. In this regard, Ahead is subject to disclosure obligations under the Sustainable Finance Disclosure Regulation (SFDR). In fulfillment of these obligations, we disclose the following:

Ahead does not take into account any Adverse Impacts of investment decisions on sustainability factors at the company level. This is due, among other things, to the fact that not all relevant information is yet available. However, we will closely monitor developments in this area and will inform you about any changes here.

Ahead manages the funds based on the investment policy defined in the respective fund prospectus and takes into account the negative effects of sustainability risks in accordance with the objectives of the investment strategy. Whether the individual funds take into account “Adverse Impacts” of investment decisions on sustainability factors depends on the respective investment strategy of the fund.

Our remuneration policy is based on the long-term sustainable development of the company. Ahead sets its compensation policy in accordance with its values, goals and interests. The remuneration principles and practices are published on the Ahead website. Ahead will be happy to provide further details on the information mentioned upon customer request.

This sustainability strategy is subject to regular review and is updated as necessary depending on the development of business activities and adjustments to the strategy to implement sustainability criteria and risks.

Vaduz, December 2023