The Bank with a Soul

Investment advisory

With our investment advisory mandates, you decide by yourself which securities will ultimately be bought and sold. You can rely on the professional support of experienced, independent experts.

Active Advisory

  • Proactive investment proposals based on the asset classes you want
  • Regular exchange with a specialized investment expert
  • Innovative investment ideas and taking advantage of interesting opportunities
  • Product-neutral advice on all investment instruments and innovative ideas
  • Support in the implementation of your investment decisions

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Advisory Light

  • Individual investment proposals based on client request
  • Periodic exchange with a specialized investment expert
  • Innovative investment ideas and identification of interesting opportunities
  • Product-neutral advice on all investment instruments and innovative ideas
  • Support in the implementation of your investment decisions

Read more

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