Investing
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Get more out of your assets
When it comes to wealth management and investment consulting, VP Bank has the experience and expertise you need. In order to find the right investment solution for you, we start by looking at your individual requirements and your personal situation. We also take account of your risk tolerance, your income expectations, your personal investment preferences and tax and legal requirements. But we don’t stop there. Our technical tools and processes are designed to accommodate your immediate financial needs and your long-term plans and goals. To this end, we have developed a range of modular products so you can find the right solutions to pursue your goals in life.
Based on your life plans, we work with you to select the right combination that will help you achieve your goals as effectively as possible. Our focus is not on whether you entrust us with the management of your assets, make investment decisions yourself or prefer a different solution – what matters to us is the right composition of investments.
Our advisory approach
For us, comprehensive advice is more than a buzzword. We view it as gaining a thorough understanding of your situation, working together to identify your key goals and finding the right strategies and solutions.
Our Steps
Advise
In order to optimise your financial planning, it is important that we first understand your personal and financial situation and get a clear picture of your values and ideas. This includes your family and professional circumstances and your financial situation. We work with you to define what quality of life means to you and what your plans are. We then set your financial targets, order them in terms of priority and allocate your funds accordingly. Your goals will likely vary in terms of their value, and we will select the right investment strategy for each one in order to best meet your individual needs.
Implement
Having conducted a detailed analysis of your initial situation and defined suitable strategies, we will advise you on choosing the right investment solution. If you agree with the solution suggested, it will be implemented in accordance with your specifications. After all, the implementation of your solution is an expression of VP Bank’s capabilities and our commitment to extraordinary results.
Support
We specifically compare your preferences with the chosen solution and provide you with information on an ongoing basis in your desired form. We continuously monitor the progress you have made towards achieving your goals and adapt your strategy as necessary or if your plans change.