Wealth management – Delegate and relax with VP Vida

: Professional wealth management

Benefit from VP Bank’s investment expertise and sit back as your wealth is invested professionally with us.

We take calculated risks to generate returns by ensuring a robust portfolio.

This is why your assets are broadly diversified. We hedge currency risks and only select the best financial instruments.

Investment management in accordance with VP Bank’s market view

Continuous monitoring of the financial markets

Consideration of ESG risks and opportunities

Professional risk management

Access to the VP Bank research portal

Personal support and performance reports

Leave wealth management to our experts. You have a variety of options.

  • VP Vida Essential

    Implementation of the mandate investment strategy via funds. As well as providing broad scope for diversification, funds also make it possible to respond quickly to new market situations.

    • Sustainable Plus Mandate
    Termin vereinbaren

  • VP Vida Advanced

    Would you also like to have direct investments in your portfolio in addition to funds? Not to worry. Your portfolio manager has access to all the equity and bond recommendations of our research team.

    • Sustainable Plus Mandate
    Termin vereinbaren

  • VP Vida Custom

    The right mandate solutions for you are as individual as your goals. VP Vida Custom can be tailored to accommodate your individual requirements, whether in the investment strategy or your wishes regarding its implementation.

    • Sustainable Plus Mandate
    Termin vereinbaren

Our sustainability approach

Exclusion of investments with a low ESG rating

ESG risks and opportunities are taken into account as an integral part of our investment and advisory process.

Positive selection after assessment of the sustainability profile

Our in-house investment process lays the foundation for this, with the specially developed VP Bank Sustainability Score (VPSS).

Further optimisations after overall assessment of the portfolio

A portfolio is more than the sum of its individual investments. That is why we emphasise the overall assessment of a portfolio.

Sustainable investing

Invest according to your wishes with VP Vida

No matter which option you choose, our portfolio managers always invest your assets according to your expectations and preferences. Our research team will help you keep an eye on developments in the economy and the financial markets, allowing you to draw your own conclusions. You can find our assessment of the various asset classes in our monthly publication "Our View".

We keep your assets in our sights. You concentrate on living life.

Salutation
The minimum amount for domicile Germany is CHF 250,000. 
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