Competent, goal-oriented advice is provided while your needs are also taken into account.

Asset planning

For investors who have already accumulated substantial assets, we recommend that you consider partnering with us for comprehensive advisory services. Our partners will be happy to work with you to develop a strategy tailored to your individual asset planning. Your personal needs are always the focus. In a dialog with you, we examine your specific wishes and individual circumstances and develop the basis for effective wealth planning. Long, medium and short-term investment goals can only be achieved through targeted planning.

Asset planning tailored to your needs

Once your needs and goals have been identified and defined, our partners can use this data to analyze your current financial situation.Based on this information, a customized strategy will be developed for you. A number of specialists will work together to provide you with the best solutions.

See an overview of our partner services:

  • Holistic personalized support
  • Comprehensive financial analysis
  • Development of a customized investment strategy
  • Asset performance delivered in partnership
  • Peace of mind that your assets are in good hands


Legal notice

Please ensure that you read our legal notice regarding financial intermediary activities requiring authorisation.