Our solutions
Your situation, your preferences, as well as your personality determine the choice of the solutions that we propose to you.
You set the goal, and together we choose the way to get there.We provide active client asset management with the future in mind because circumstances can change. We pursue a holistic approach, monitoring the markets precisely, anticipating trends and opportunities, and developing individual solutions. This way you secure and multiply your assets far into the future and for future generations. Do you already have something specific in mind and would like help finding a solution? You will find the information that you are looking for under investments, pensions, and loans. |
Would you prefer to devote your time to other things in life? Benefit from our almost 100 years of professional experience, and delegate your investment decisions to our experts. Our holistic advisory consultation provides you with the greatest possible freedom and complete transparency.
Do you advocate rapid response times and look for access to valuable sources of information when making investments? We see ourselves as your partner and source of inspiration – either in person or using our digital solutions. We help you reach a sound investment decision and benefit from a time advantage that can be crucial on the markets.
Do you want an individual solution across national borders and gives you diversification without surrendering control? Our many years of global experience form the basis for navigating and implementing a solution that is appropriate for you. Your personal relationship manager will advise you and help you choose your individual solution, based on your goals and desires.
The comprehensive way we look after you is based on the mix that you find best – with your Relationship Manager at your side when you want personal assistance, and digital services available around the clock.
Previously, you could leave your vested benefits assets (2nd pillar) in your pension for up to five years beyond statutory retirement age. Now this is only possible if you meet certain conditions.
Viele Erwerbstätige haben Beitragslücken und können freiwillig mehr in ihre Pensionskasse einzahlen. Lohnt sich das? Wir zeigen, was es zu beachten gilt.
Read moreMonthly CIO Update, September 2023: Global economic activity likely to worsen from here on out
