Wealth management
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Delegate and relax with VP Vida
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. Leave wealth management to our experts.
Your benefits at a glance
- 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
Our offer
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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.
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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.
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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.
Our sustainability approach
Our mandate lines are also available in the Sustainable Plus Mandate variant, which is particularly well suited to investors who wish to align their investments with ESG and be involved in setting the focus areas.
ESG risks and opportunities are taken into account as an integral part of our investment and advisory process. Our in-house investment process lays the foundation for this, with the specially developed VP Bank Sustainability Score (VPSS).
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. In addition, our ITC, chaired by our Chief Investment Officer, meets at least once a month to make decisions on tactical portfolio allocation. You can find our assessment of the various asset classes in our monthly publication Our View.
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.
