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Investment Advisory

Personalized investment advisory service

You decide – we advise

You want to implement your own ideas in your investment portfolio, but are still interested in our assessment of the markets and our concrete proposals for investments? With our investment advisory service, you make your own investment decisions, but benefit from our wealth of experience and our preferential access to professional investment solutions. You determine the scope and depth of the advice you wish to receive. Given our years of experience, we are happy to give you our opinion, always taking into account your financial needs, risk tolerance and investment goals.

At a glance:

  • Our investment advisory service is the perfect solution if you want to benefit from our expertise but make your own investment decisions. With our strategic advisory service, your total assets are taken into account so you can be sure your individual portfolio is optimally aligned with your personal financial and life situation.
  • Do you follow the financial markets? Discuss the latest financial market developments with your personal relationship manager and discover our investment ideas for your own portfolio that are developed on the basis of market assessments from our expert Investment Committee.
  • Our investment and wealth experts monitor your portfolio regularly for deviations and risks and contact you should there be any need to take action. So you can sleep well even in difficult times in the safe knowledge that your portfolio is in the hands of experts.
  • You periodically receive a current asset statement from us to ensure you are kept informed about your investments, the performance to date and the costs, for we communicate openly, fairly and transparently.
  • Through our preferential access to private market investments, you gain the opportunity to diversify at an attractive risk-return ratio.

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Our wealth experts can provide you with personalized advice.


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