Investing
 

Investing

Don't let your assets lie idle

 
Give your assets the chance to grow. With our expertise we will help you to formulate and implement an investment strategy.

VP Bank Group and its affiliates will be your experienced experts for asset management and investment advice. Together with our highly qualified partners we can also offer you a comprehensive range of wealth planning services. To make sure you find the right investment solution for you, we take your own specific needs and personal circumstances as the starting-point and factor in your risk tolerance, the returns you expect to make, your personal investment preferences and the relevant legislation.

Our advisory process

How do we get an accurate picture of your requirements and wishes? Our comprehensive advisory process gives us a solid foundation from which to achieve your objectives. Understand – Advise – Implement – Support: these are the four steps we will take together with you.

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Understand

To make our partnership successful we must begin by gaining a broad understanding of your financial circumstances and your goals. In order to advise you in a professional, comprehensive manner we must first get to know and understand you as a person. Together with you, your own dedicated client advisor will plot out the steps you need to take to achieve your goals and will then carry them out consistently.

Advise

Once we have carried out an in-depth analysis of your current situation, the next task is to collect investment-related information and put together solutions based on it. As part of our tried-and-tested team-based approach, we include selected investment specialists in the process from early on. When coming up with solutions we think in terms of scenarios, taking advantage of our open architecture approach.

Implement

Exchanging thoughts and ideas with you in person and conducting analyses are an important part of working towards your goals – but action is the key. Once you agree to a solution put to you, we will implement it according to your instructions. Here the focus is on quality and timing. This is because the way we implement your solution is a practical demonstration of VP Bank's performance capabilities and our commitment to out-of-the-ordinary levels of service.

Support

We methodically compare your investor profile with the chosen solution and keep you constantly informed in whichever manner you prefer. In your own dedicated client advisor you will always have a highly motivated contact person at your side, earning your trust with the first-class service quality and reliability he or she provides. Those are the aspects we focus on – which is why we are consistently awarded top marks for the quality of our advisory service.

Contact us

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