VP Auda
 

Investment advisory

Listen, sound out and act with VP Auda

 
We are here to help you achieve your financial goals with advice and assistance. You decide how much support you want from us.

Our investment advisory solutions cover the entire spectrum of a professional investment advisory service. We use needs-based solutions to implement your investment strategy. Regular risk monitoring for your investments is just as much a priority as providing access to investment ideas and specialists.

Your benefits at a glance

  • Strategy-based advice in a portfolio context
  • Investment ideas and recommendations based on changing market situations
  • Regular portfolio monitoring
  • Access to the VP Bank research portal
  • Personal support from a team of experts

Our offer

  • VP Auda Advanced

    VP Auda Advanced

    You share information personally and proactively with your client advisor and seek advice at regular intervals. We regularly monitor your portfolio and contact you if action needs to be taken.

  • VP Auda Custom

    VP Auda Custom

    Advice that is tailored to your individual needs. As well as access to your client advisor, you receive direct support from an investment consultant and benefit from tactical opportunities.

Our sustainability approach

ESG risks and opportunities are taken into account as an integral part of our investment and advisory process. Our in-house investment process lays the foundation for this, with the specially developed VP Bank Sustainability Score (VPSS).

With VP Auda, you have the choice. We provide the support.

We advise you on choosing the optimal investment strategy for you and are happy to take into account your specific, individual requirements. We discuss your ideas and help you implement them. We monitor your portfolio continuously and promptly inform you of any developments when necessary.

Arrange an appointment now

Experience the difference – contact us.
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The minimum amount for domicile Germany is CHF 250,000. 
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