Your personal advisor can always bring in a financial planner to consider further aspects of your asset planning, such as real estate, holdings in companies, pension claims, or assets at other banks. If need be, the financial planner brings in further specialists.

Even for individually tailored finance solutions, you can rely on us completely. Whether it's real estate financing or a Lombard loan, our financial advisers develop the right offering for you. If need be, the credit advisor brings in further specialists.

Any tax system offers you the possibility of optimization. Our professionals help you get the maximum benefit. In this way, we take the greatest advantage of available potential and reduce your tax burden. If necessary, additional specialists are called in.

Of course, correct management of your assets also involves estate planning. You can rely on our experts in this sensitive matter: With great tact, we support you in drawing up a will or estate distribution, among other issues. If need be, the inheritance advisor brings in further specialists.

Excellent advice gives you the greatest possible security. For this, you can benefit from our "Risk Analyzer," a proven tool that we can use to optimally adjust your portfolio to your client profile and investment strategy. In this way, you take no unnecessary risks – and secure your investment success.

For us, excellent advice is a long-term process. That is why, over many years, we have optimized and tailored our offerings ever more closely to our clients' needs. The result is our unique advisory process. This leads from analysis of your wishes and goals, to specific solutions precisely adapted to your individual situation.