Investment advisory
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Professional investment advisory with VP Auda
Our investment advisory services cover the entire spectrum of professional investment advice. To implement your investment strategy, we focus on solutions tailored to your needs. Regular risk monitoring of your investments is just as much a priority as access to investment ideas and our specialists.
Advantages of investment advisory services
- Strategy-based advice: Together, we define a clear allocation of objectives and assess each trade for its impact on the overall portfolio, ensuring your strategy remains consistent—even when market conditions change.
- Ongoing monitoring: Using automated monitoring tools, we regularly check for deviations at an early stage.
- Access to exclusive investment ideas: VP Bank Research provides you with up-to-date market assessments and daily market commentary.
- Digital assistant: Our Investment Recommender compares your stocks with analyst recommendations and provides specific buy and sell suggestions at the individual stock level.
- Personal support: Regardless of the scope of advice you prefer, we stand by your side as a reliable partner.
Our Auda advisory packages at a glance
| Package | Minimum Deposit | Advice and support | Suitable for |
|---|---|---|---|
| VP Auda Advanced | CHF 250,000 | Proactive advice, regular portfolio reviews, digital assistant | Investors who want to maintain close communication while still retaining control |
| VP Auda Custom | CHF 1,000,000 | Tailored strategy, direct access to investment consultants | Complex assets or the highest level of customization |
Your digital investment assistant
Our digital assistant, “Investment Recommender,” evaluates your stocks against analyst recommendations based on five criteria (quality, valuation, dividends, momentum, and sustainability) and provides specific buy/sell recommendations, including step-by-step instructions for executing trades on our digital portal. This allows you to specifically improve your risk/return profile.
VP Bank – Your reliable investment partner
- International with EEA access: With our headquarters in Liechtenstein and international offices in Switzerland, Luxembourg, Singapore, and the BVI, we offer ideal solutions for cross-border wealth structures.
- Stability: Liechtenstein is known for its stable legal framework and high level of regulatory certainty—especially for complex wealth management solutions.
- Personalized Service: Advice from dedicated local contacts—flexibly via video, phone, or in person.
- International Investment Expertise: VP Bank offers access to international markets, customized structuring, and exclusive investment ideas.
- Independence Since 1956: As a bank-independent group with a conservative balance sheet policy, we stand for reliability, discretion, and foresight.
Your next steps
1. Schedule a free initial consultation.
2. Define your investment portfolio and goals.
3. Launch the VP Auda mandate – you decide, and we support.
Your next steps
1. Schedule a free initial consultation.
2. Define your investment portfolio and goals.
3. Launch the VP Auda mandate – you decide, and we support.