Investment advisory
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Invest your money securely
You want to securely invest your money? With the VP Bank investment advisory service, you invest your money in investments you choose. Together with our specialists, you develop an investment strategy tailored to your needs. A structured and transparent investment advisory process forms the basis for the development of an individual advisory solution. Choose between two different investment advisory packages to suit your needs and determine how much advice you want. As a competent partner, we provide you with targeted support and guide you safely through the world of financial markets.
Your benefits
- Secure investment
- A personal investment strategy
- Tailored investment ideas
- Proactive market assessment
- Risk information
- Individual consultation
- Portfolio monitoring
- Investment recommendations
- Professional research
Our investment advisory packages at a glance
| VP Bank Advice Comfort | VP Bank Advice Premium | |
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The solution with personal and proactive investment advisory services |
The package with comprehensive services for the most exacting clients |
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Strategy-based investment advisory service |
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Tailored investment solutions |
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Access to investment consultant |
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Market and product information |
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Monitoring and reporting |
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Additional benefits |
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VP Bank Advice Comfort
VP Bank Advice Comfort is the right choice for you if you wish to receive regular recommendations within the scope of strategy-based investment advice and if you want the risk of your portfolio to be monitored on an ongoing basis.
Contact person
- Client advisor
Investment strategy and implementation
- Joint development of your investment strategy
- Detailed investment proposal
- Implementation using individual and collective investments
- Needs-based price models for securities transaction costs
Market and product information
- Access to specialist publications and market information
- Portfolio-relevant investment ideas on a regular basis
- Access to VP Bank research
Portfolio monitoring and reporting
- Ongoing portfolio monitoring with timely provision of information should action be required
- Semi-annual asset statement
- Semi-annual portfolio analysis and review of investment strategy
Additional benefits
- Discount on standard securities transaction costs
- Includes annual tax statement
- Discount on withholding tax reclamation
- Includes VP Bank Comfort banking package
VP Bank Advice Premium
With VP Bank Advice Premium, you receive investment advice tailored to your individual needs, with ongoing risk monitoring of your portfolio and regular communication with your client advisor and your investment consultant.
Contact person
- Client advisor
- Investment consultant
Investment strategy and implementation
- Joint development of your investment strategy
- Detailed investment proposals on a regular basis
- Needs-based price models for securities transaction costs
- Tactical investment advice with individual hedging strategies
- Tailor-made investment advice from your personal investment consultant
- Exploitation of market opportunities and active risk management
Market and product information
- Access to specialist publications and market information
- Portfolio-relevant investment ideas on a regular basis
- Access to VP Bank research
Portfolio monitoring and reporting
- Ongoing portfolio monitoring with timely provision of information should action be required
- Quarterly asset statement
- Semi-annual portfolio analysis and review of investment strategy
Additional benefits
- Discount on standard securities transaction costs
- Includes annual tax statement
- Discount on withholding tax reclamation
- Includes VP Bank Premium banking package