Holistic investment advice in the form of a continuous dialogue
Our individual investment advice takes the form of a continuous dialogue between clients and our investment advisors.
To us, an effective investment advisory service means taking an all-round approach when assessing and advising clients, so as to ensure that their requirements are consistently monitored and met by personalised solutions.
Analysis of your financial situation: the basis of our investment advice
The basis of our holistic investment advice is the initial detailed analysis of your financial situation, where we pay particular attention to your assets, pension provision, inheritance planning, income and expense situation as well as your personal attitude towards risk. Your consultant liaises with our specialist teams in the areas of of taxation, inheritance planning, pensions, Investment Consulting and financial planning, if required.
Personalised financial and investment proposals through ongoing advice
Our clients, therefore, benefit from ongoing consulting and the personal financial and investment proposals this generates. Our consultant is always available to furnish ideas and act as a broker. With this type of advisory service, however, the decision on whether to implement a specific proposal rests entirely with the client.