Business customers

Investment consulting

When is an investment consultation useful?

Tailored to your needs

Auf Sie zu-geschnitten

Take full advantage of investment products to invest your assets effectively Depending on the investment solution, you can take investment decisions yourself, allow us to advise you or give a mandate for asset management to one of our product partners. An investment consultation is the right approach for wealth creation as well as for optimizing existing wealth.

We offer advice on the following topics:

  • Establishing a risk profile based on your objective, investment horizon and your previous experience.
  • Consulting on and explaining various investment opportunities and how they are best to be used.
  • Creating a personalised investment strategy and recommending matching products.
  • Analysing your existing portfolio.

During your personal consultation you will receive answers to the following questions:

  • What is the best way to invest my money?
  • When and how should I react to rising or contracting markets?
  • How can I maintain my wealth for a longer period of time?
  • What is the risk/return ratio of my current portfolio?
  • Are the fees for my portfolio too high?

Useful links and documents

Financial consultation checklist

Prepare optimally for your financial consultation.
Download

Glossary of Financial Terms

From A like "Asset Allocation" to Z like "Zero-Sum Game," we've got everything covered.
Download

Take the next step towards financial clarity.

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Est. 2016

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Financial consultation checklist

Füllen Sie bitte nachfolgendes Formular aus und Sie erhalten eine E-Mail mit dem Download-Link.

Bitte prüfen Sie auch Ihren Spam-Ordner.

Glossary of Financial Terms

Füllen Sie bitte nachfolgendes Formular aus und Sie erhalten eine E-Mail mit dem Download-Link.

Bitte prüfen Sie auch Ihren Spam-Ordner.