Investment Consulting

We proactively bring market opportunities to you through our investment consulting services

Stay in the loop. With our Investment Consulting you will receive proactive, forward-looking support direct from the investment partners.

Financial intermediaries receive direct access to investment experts from our international network. A professional investment consulting service means that you can describe your requirements to us in a personal discussion and we will then develop bespoke, top-notch solutions for you. We also point out proactively how you can optimise your opportunities. Our investment specialists use their initiative to give you short- and medium-term investment recommendations.

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How you benefit

  • Central contact person
  • Direct access to our investment experts
  • Tailor-made investment consulting
  • Proactive advice on market opportunities
  • Smooth processing of transactions

Our Services

Your own dedicated client advisor

You will have a central contact person at your side, providing you with reliable support.

Comprehensive investment consulting for trustees

We propose top-notch solutions that are compatible with your clients' investment strategy.

Investment Consulting for external asset managers

We advise you on bespoke investment solutions across all asset classes, working with you to find the right solution.

Efficient direct execution service

Our direct execution service gives you direct, professional-level access to VP Bank Group's trading units.

Your own dedicated client advisor

You will have a central contact person at your side, providing you with reliable support. Your client advisor brings a broad knowledge base and a wealth of experience to the table and can draw on VP Bank Group's international network at any time.

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Comprehensive investment consulting for trustees

In direct conversation with your own dedicated client advisor, our investment consultants analyse your clients' portfolios – responsibly and with a view to identifying solutions. We will then propose top-notch solutions that are compatible with their investment strategy. In the case of highly complex portfolio solutions we will co-ordinate the input from selected specialists within our extensive network.

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Investment Consulting for external asset managers

Do you appreciate having regular conversations with an investment consultant and would like to choose for yourself between strategy-based and tactics-based advisory components? Our specialist team has their fingers on the pulse of the financial markets. In line with your investment strategy or the mutually agreed advisory model, we proactively present top-notch solutions and themed investments with a long-term focus to you. We advise you on bespoke investment solutions across all asset classes, working with you to find the right solution.

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Efficient direct execution service

Our direct execution service gives you direct, professional-level access to VP Bank Group's trading units. Our locations in Asia allow you to reach across multiple time zones. As a professional client you can easily and quickly implement your investment decisions using all exchange-traded and off-exchange investment instruments. In the process, our specialist knowledge and many years of trading experience mean we can ensure the smooth processing of your transactions.

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Wealth management

Enjoy your leisure time and delegate your investment decisions and the continuous monitoring of your portfolio to our specialists.

Services

We will ease your burden. Find out about our services for financial intermediaries.

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Contact us simply by telephone or by using the contact form.
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The minimum amount for domicile Germany is CHF 250,000. 
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