Investment advisory
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Listen, sound out and act with VP Auda
Our solutions cover the entire spectrum of a professional investment advice service. We use needs-based solutions to implement your investment strategy. Regular risk monitoring for your investments is just as much a priority as providing access to investment ideas and specialists.
Our specialists will work with you to develop an investment strategy tailored to your needs. A structured, transparent advisory process forms the basis for developing a customised solution: you can choose from a range of investment advisory packages to suit your needs and determine the scope of advice you would like. Whatever your choice in terms of the scope of advice you prefer, we will be by your side as a reliable partner, helping you understand the complex interrelationships of the financial markets and steering you towards success in your investments. Our aim is to provide you with the knowledge you need on an ongoing basis and the confidence to act independently and securely in the dynamic world of investing.
Advantages of investment advisory
- 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 your client advisor and investment consultant
Our solutions
With our investment advisory solutions, we offer you various implementation options, taking account of your situation and your needs as an investor. Our solutions are designed to provide you with strategy-based advice – you determine the specific scope. Regardless of whether you require comprehensive support or just selective suggestions, we are completely flexible when adapting to your preferences and requirements. In doing so, we ensure maximum transparency so that you always have full control over your investment decisions. We also use advanced analytics and market knowledge to provide you with the best information and investment recommendations. In line with your needs, you can choose between two different advisory packages:
Our 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.
With VP Auda, you have the choice. We provide the support-
We advise you on choosing the optimal investment strategy for you and are happy to take into account your specific, individual requirements. We discuss your ideas and provide you with the information you need to implement them. You can take advantage of the knowledge of our market experts whenever you like and benefit from their latest investment ideas and recommendations.
The monthly publication "Our view" provides investment ideas on our research portal. We offer a wide range of research and can also send you our reports directly. This ranges from daily or weekly newsletters to the monthly assessment of individual asset classes and our investment magazine, "Telescope". We also provide investment ideas on specific topics and asset classes. Our analysis of individual securities covers five equity regions and bonds in all the major currencies. This is complemented by our fund expertise.