From conducting an in-depth analysis and devising an appropriate strategy through to customized implementation and regular review, your relationship manager takes the time to understand your financial goals and personal circumstances. He will consult with you to draw up an individual solution designed to achieve your financial goals.
Our clearly structured advisory approach is a guidepost towards achieving your investment objectives. It combines the expertise of your relationship manager with the know-how of our investment and portfolio specialists in the form of a clearly defined process. This way we ensure that you are given the best possible advice regarding your individual needs at all stages.
We take the time we need to gain a precise understanding of your personal needs and your investment objectives.
Based on an in-depth analysis, we work together with you to draw up an overall wealth strategy that is geared to the long term.
In order to implement the agreed strategy, we propose a number of alternative solutions to you that are tailored to your own personal circumstances.
We implement the appropriate solution for you in a binding and reliable manner.
We regularly monitor whether the chosen solution is meeting the goals set. Where necessary, we draw up appropriate measures for improvement.
We regularly monitor whether the chosen solution is meeting your goals set. Where necessary, we draw up appropriate measures for improvement.
Our goal is to gain a thorough understanding of your needs and concerns while working together with you to develop the ideal approach for meeting your objectives. For specific topics (see asterisk in the graph) we are pleased to put you in touch with one of our carefully selected external experts.