Investment advisory —

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 three 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.

With VP Bank Advice Basic, the focus is on your fundamental needs in terms of investment advice. Implementation of your investment strategy through VP Bank funds allows you to achieve optimal diversification. Your fund units are also subjected to ongoing risk monitoring.

• Client advisor

• Joint development of your investment strategy
• Detailed investment proposal
• Access to standard investment strategies
• Implementation with VP Bank funds

• Access to specialist publications and market information

• Ongoing portfolio monitoring with timely provision of information should action be required
• Annual asset statement

• Discount on standard securities transaction costs with VP Bank Funds
• Includes VP Bank Basic banking package

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.

• Client advisor

• Joint development of your investment strategy
• Detailed investment proposal
• Implementation using individual and collective investments
• Needs-based price models for securities transaction costs

• Access to specialist publications and market information
• Portfolio-relevant investment ideas on a regular basis
• Access to VP Bank research

• 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

• Discount on standard securities transaction costs
• Includes annual tax statement
• Discount on withholding tax reclamation
• Includes VP Bank Comfort banking package

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.

• Client advisor
• Investment consultant

• 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

• Access to specialist publications and market information
• Portfolio-relevant investment ideas on a regular basis
• Access to VP Bank research

• Ongoing portfolio monitoring with timely provision of information should action be required
• Quarterly asset statement
• Semi-annual portfolio analysis and review of investment strategy

• Discount on standard securities transaction costs
• Includes annual tax statement
• Discount on withholding tax reclamation
• Includes VP Bank Premium banking package