Our private banking offers a range of services that extends beyond classic portfolio management. They are intended not only for private individuals whose wealth already has a tradition, but also to those whose young assets are in a dynamic growth phase.
Our services are characterised by the highest level of professionalism and long-standing expertise. We are committed not only to performance in the here and now, but also to continuity and sustainability. To you – and to us – responsibility and trust are the foundations of any client-bank relationship.
We will develop a strategy for you on the basis of an analysis of your attitude to and tolerance of risk. This strategy may go through several stages until it is a perfect fit with your motives, wishes and needs. Only then do we consider it complete.
Our services
- Investment advice
- Portfolio management mandates
- Financial overview / financial planning
- Advice on consolidating assets
- Tax advice and tax planning
- Provision for the future (family, new generation)
- Establishment of foundations, trusts and offshore companies
- Family office
