The Bank with a Soul

ANLAGEBERATUNG / ACTIVE ADVISORY

Active investment advisory

Evaluating and implementing interesting investment opportunities requires rapid responsiveness and quick action. Our team of investment specialists supports you personally and proactively to make decisions promptly and make use of opportunities.

Tailor-made and flexible investment proposals

Thanks to the long-standing experience and expertise of our investment specialists, you can expect the following services:

  • Active investment proposals based on your individual preferences.
  • Regular communication with your investment specialist regarding current market events, developments and investment opportunities.
  • Neutral and independent selection of investment instruments from a wide investment universe.
  • Support with implementing the suggestions that we make and ongoing monitoring and reporting for your portfolio.

Extensive experience and an individual approach

As we do not offer our own products, our choices are based on best practice and best-in-class procedures. We combine our experience and market access with your individual wishes and expectations. We not only show you the products that you ask for, but also make you aware of interesting options: innovation is important to us.

Close monitoring of your investment strategy

You will receive:

  • Up-to-date and systematic market access.
  • Professional and independent advice.
  • Daily monitoring of your portfolio and rapid reaction times.
  • Monthly portfolio valuations and special analyses.

We look forward to meeting you.

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