Investment advisory – Listen, sound out and act with VP Auda
: Investment strategies to achieve success for you
We are here to help you achieve your financial goals with advice and assistance. You decide how much support you want from us.
Regular risk monitoring for your investments is just as much a priority as providing access to investment ideas and specialists.
Strategy-based advice in a portfolio context
Investment ideas and recommendations based on changing market situations
Regular portfolio monitoring
Access to the VP Bank research portal
Personal support from a team of experts
In line with your needs, you can choose between two different investment advisory packages.
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VP Auda Advanced
You share information personally and proactively with your client advisor and seek advice at regular intervals. We regularly monitor your portfolio and contact you if action needs to be taken.
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VP Auda Custom
Advice that is tailored to your individual needs. As well as access to your client advisor, you receive direct support from an investment consultant and benefit from tactical opportunities.
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.
With VP Auda, you have the choice. We provide the support.
Experience the difference.
