FINANCIAL PLANNING – A LOOK INTO YOUR FUTURE
No two life paths are alike – just as no two investments are alike. That's because every person has different wishes, ideas and goals. That's why we tailor our services to your individual needs.
Step by step to your goal
In financial planning, we analyse your financial, asset and liquidity situation step by step, aligning it with your personal goals and wishes.
We examine your assets and create a structured overview of your wealth. Alognside an analysis of your liquidity situation, this forms the basis for selecting suitable investments and informs future investment decisions.
A detailed analysis
We present even complex assets in a clear and concise manner. What sets us apart is our ability to devise tailored solutions for specific issues. If necessary, we also consult external specialists such as notaries, lawyers, tax advisors and real estate partners.
Securities structure analysis is an integral part of financial planning, but can also be carried out independently. It highlights potential problem areas in your securities portfolio. We consider aspects such as country, sector and currency allocations, as well asthe maturity structure. We also check for any imbalance in your investments compared to your personal risk appetite.
External securities accounts? No problem!
We are happy to include your portfolios from other banks in our securities structure analysis. This gives you a complete overview. The advantage is that we can then tailor all investments precisely to your needs. We do not require any further information from the respective bank for external portfolios.