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Private Banking > Financial Consulting


Financial Consulting




You want to plan your financial future over the long term and avoid risks and unpleasant surprises. You want to know how you can continue to live life as you do at present, and how you can finance your plans and wishes into your old age. What you need is competent financial consulting.


Christian Hanhart, Financial Planner, Pension Advisor,  Vontobel Private Banking

Christian Hanhart
Financial Planner, Pension Advisor, Vontobel Private Banking

+41 (0)58 283 76 35
Contact




Financial Consulting from Vontobel Private Banking:
So that you know what you really have. And what you can expect.

Assets are subject to fluctuations in value. Share prices can rise or fall. The legal situation changes all the time: inheritance law, tax law, pension regulations - all are subject to change. Amidst all these imponderables, sound financial planning brings greater security into your future because it takes account of all these eventualities in advance. It helps you to define an asset structure which will meet your financial needs into a ripe old age. So that you can regard your financial future with equanimity.


Financial Consulting means having a clear view of your entire asset situation.

  • You receive a complete and objective overview of your current and future financial situation.
  • You see how your assets could develop in the long term.
  • You find out how your income and expenditure will develop in the medium term on the basis of estimates.
  • We show you how a stock market crash could affect your assets.
  • You see where gaps exist in your old-age provision and how to fill them.
  • We make suggestions on succession issues and on assuring the future of your dependants.
  • We make suggestions on how you can hedge your assets against a range of eventualities.
  • You benefit from attractive tax optimisation opportunities.
  • You know that your future is financially secure.




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Friday, 21.11.2008