The Bank with a Soul

ANLAGEBERATUNG / ADVISORY LIGHT

Sparring partner for your investment decisions

The media world offers a wide spectrum of information about markets, sectors and investment instruments. So you have become used to developing your own ideas and investment opportunities. Before making a definitive decision, however, you value an independent second opinion.

Using the whole investment spectrum and advice when needed

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

  • Investment proposals based on your individual requirements and preferences.
  • Independent selection of investment instruments.
  • Support with implementing your investment decisions.

Pragmatic and focused

You decide when you want to contact us, and receive independent market access on a case-by-case basis. When you are an Advisory Light client, we will always be pleased to advise you. You set the scope and depth of the advice. If you wish, we will also show you alternatives.

We support you in finding the right balance

You will receive:

  • Real-time market access.
  • Professional, independent and scalable advice.
  • Weekly monitoring of your portfolio and rapid reaction times.
  • Quarterly portfolio valuations.

We look forward to meeting you.

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