Anlageberatung
 

Investment advisory service

Invest your money securely

 
We keep the financial markets on the radar for you while giving you the independence to make your own investment decisions. You also receive targeted support from our investment specialists.

You want to securely invest your money? With the VP Bank investment advisory service, you invest your money in investments you choose. Together with our specialists, you develop an investment strategy tailored to your needs. A structured and transparent investment advisory process forms the basis for the development of an individual advisory solution. Choose between three different investment advisory packages to suit your needs and determine how much advice you want. As a competent partner, we provide you with targeted support and guide you safely through the world of financial markets.

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Your benefits

  • Secure investment
  • A personal investment strategy
  • Tailored investment ideas
  • Proactive market assessment
  • Risk information
  • Portfolio monitoring
  • Investment recommendations
  • Professional research

Our investment advisory packages at a glance

  VP Bank Advice Basic VP Bank Advice Comfort VP Bank Advice Premium
 

The solution with basic investment advisory services

The solution with personal and proactive investment advisory services

The package with comprehensive services for the most exacting clients

Strategy-based investment advisory service

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Tailored investment solutions

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Access to investment consultant / active client advisor

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Market and product information

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Monitoring and reporting

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Additional benefits

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VP Bank Advice Basic

With VP Bank Advice Basic, the focus is on your fundamental needs in terms of investment advice. Implementation of your investment strategy through VP Bank funds allows you to achieve optimal diversification. Your fund units are also subjected to ongoing risk monitoring.

 

Contact person

  • Client advisor

Investment strategy and implementation

  • Joint development of your investment strategy
  • Detailed investment proposal
  • Access to standard investment strategies
  • Implementation with VP Bank funds

Market and product information

  • Access to specialist publications and market information

Portfolio monitoring and reporting

  • Ongoing portfolio monitoring with timely provision of information should action be required
  • Annual asset statement

Additional benefits

  • Discount on standard securities transaction costs with VP Bank Funds
  • Includes VP Bank Basic banking package

VP Bank Advice Comfort

VP Bank Advice Comfort is the right choice for you if you wish to receive regular recommendations within the scope of strategy-based investment advice and if you want the risk of your portfolio to be monitored on an ongoing basis.

 

Contact person

  • Client advisor

Investment strategy and implementation

  • Joint development of your investment strategy
  • Detailed investment proposal
  • Implementation using individual and collective investments
  • Needs-based price models for securities transaction costs

Market and product information

  • Access to specialist publications and market information
  • Portfolio-relevant investment ideas on a regular basis
  • Access to VP Bank research

Portfolio monitoring and reporting

  • Ongoing portfolio monitoring with timely provision of information should action be required
  • Semi-annual asset statement
  • Semi-annual portfolio analysis and review of investment strategy

Additional benefits

  • Discount on standard securities transaction costs
  • Includes annual tax statement
  • Discount on withholding tax reclamation
  • Includes VP Bank Comfort banking package

VP Bank Advice Premium

With VP Bank Advice Premium, you receive investment advice tailored to your individual needs, with ongoing risk monitoring of your portfolio and regular communication with your client advisor and your investment consultant.

Contact person

  • Client advisor
  • Investment consultant/active client advisor

Investment strategy and implementation

  • Joint development of your investment strategy
  • Detailed investment proposals on a regular basis
  • Needs-based price models for securities transaction costs
  • Tactical investment advice with individual hedging strategies
  • Tailor-made investment advice from your personal investment consultant
  • Exploitation of market opportunities and active risk management

Market and product information

  • Access to specialist publications and market information
  • Portfolio-relevant investment ideas on a regular basis
  • Access to VP Bank research

Portfolio monitoring and reporting

  • Ongoing portfolio monitoring with timely provision of information should action be required
  • Quarterly asset statement
  • Semi-annual portfolio analysis and review of investment strategy

Additional benefits

  • Discount on standard securities transaction costs
  • Includes annual tax statement
  • Discount on withholding tax reclamation
  • Includes VP Bank Premium banking package

Contact us

Contact us simply by telephone or by using the contact form.
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