Experience banking with all senses.

For us, comprehensive advice is more than a buzzword. We view it as a thorough understanding of your situation, identifying your key goals together and finding the right strategies and solutions.

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Find out more about our target-based advisory approach.

Basic Package : VP Sensa

We use all our senses to help you and your assets. We listen, get a feel for your needs and keep our eyes on your goals. The basic package for your plans and financial needs is VP Sensa. Personalised, bespoke advice tailored to your needs. Feel the difference.

Basic Package VP Sensa : What should you expect?

Personal client advisor

We can only provide you with comprehensive advice if we know you.

Financial and pension planning

Put your pension in safe hands – initial consultation included.

Access to investment platform

Keep up to speed with the markets and receive specific investment recommendations.

Comprehensive services

You also benefit from a broad range of services.

Would you like to delegate all investment decisions and portfolio monitoring to us?

Or would you like to draw on the extensive knowledge of our investment experts when making investment decisions yourself? You can also choose a modular approach with different solutions.

Whatever you decide, please make sure you choose the right combination for your goals.

Combine VP Sensa with ...

… our investment solutions

VP Vida

Delegate and relax – benefit from VP Bank’s investment expertise and sit back as your wealth is invested professionally with us. Our VP Vida mandate lines are also available for the Sustainable Plus Mandate variant.

  • Investment management in accordance with VP Bank’s market view
  • Continuous monitoring of the financial markets
  • Consideration of ESG risks and opportunities
  • Professional risk management
  • Access to the VP Bank research portal
  • Personal support and performance reports from your client advisor and your portfolio manager
Find out about VP Vida

VP Auda

Listen, sound out and act – we are here to help you achieve your financial goals with advice and assistance. You decide how much support you want from us.

  • 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 client advisor and investment consultant
Find out about VP Auda

Experience the difference – arrange an appointment now!

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The minimum amount for domicile Germany is CHF 250,000. 
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