Would you like to set the course for your investments yourself and take the helm? At the same time, do you want to skilfully navigate around bad weather fronts? Put your trust in an experienced navigator. Talk to our investment advisors. They will be at your side personally and support you exactly as you wish.
At the beginning of the investment consultation, you set the course with your personal investment advisor. Your ideas, your framework conditions and your financial goals determine the strategic direction. To do this, you need to know
We use your answers to define your asset structures, determine your risk profile and identify asset classes so that we can then support you on this basis. And of course we can support you with sustainable investment ideas.
After the strategic alignment of your wealth planning, your Investment Advisor will advise you on how to find your course and not lose sight of it even in volatile market phases. He will focus on the following topics, among others:
Your Investment Advisor is your personal market and product specialist as well as the risk manager for your portfolio. They will provide you with sound and transparent advice. As a sparring partner at eye level, you can discuss your investment decisions with them.
