Your assets is in the best of hands: that is our promise. From analysing your asset situation and developing an individual investment strategy to succession planning and providing for your family’s future. Our clearly prepared information and documentation of agreements, along with transparent communications, allow you to follow the decisions we take.
We accompany you through all phases of life with comprehensive services.
The stability of your assets is of the utmost importance to us. We protect your assets with responsible risk management and solid investment concepts – this is the best growth strategy in the long run.
The advice you receive from our experts is product-neutral, so your product will hold the right financial products in the optimal weighting.
Asset support and monitoring
Large assets need professional advice. At our bank, you have the privilege of being served by specialists. The information we provide you with is clear and comprehensible, and you are personally involved in every decision.
Inheritance and succession planning
Providing your family with financial security is a soothing feeling. Our succession experts make sure your private or company assets are guided along your desired path.
Access to a wide array of investment products
We offer our clients access to a wide array of classic as well as innovative investment solutions – from both national and international markets. Thanks to the independence of our bank, we are able to provide product-neutral advice and find the best possible solution. We are familiar with the individual needs and objectives of our clients thanks to our personal relationships with them. That is our basis for the creation of our tailor-made solutions.
Access to insurance solutions
We work with first-class insurance companies to offer access to insurance solutions as part of a holistic advisory approach.
Our credit solutions take your individual needs into account. A holistic advisory approach means, for example, a Lombard loan so your assets can continue to work for you while you still hold on to some liquidity. Let us advise you on the various credit solutions.
Wide-ranging network of experts
Complex financial concepts demand interdisciplinary knowledge. Our network consists of cooperation arrangements with lawyers, tax advisers and insurance experts. Together we find the best solution for you.
For us, client focus also means that you determine the place we meet face to face in peace and quiet. We are happy to do this in your home.