Directing or delegating —

Between setting the pace and trusting

Every financial decision begins with a question: What do you want to achieve? We believe the answer lies in a tailored approach. With VP Bank’s target-based advisory approach, we put your personal objectives at the heart of everything we do – not products. We view it as gaining a thorough understanding of your situation, working together to identify your key goals and finding the right strategies and solutions. And that is precisely why it is secondary whether you make your own investment decisions or entrust us with managing your assets – what matters is the right mix.

What does this mean exactly? Based on your life plans, we work with you to select the right combination that will help you achieve your goals as effectively as possible. There are various options to choose from, whereby you can either make use of a wide range of cost-efficient standard solutions, or you select individual, bespoke solutions:

a) You delegate all investment decisions and portfolio monitoring to us. 

b) You make your own investment decisions and use the extensive expertise of our investment experts.

c) a combination of both. 

Whatever you decide, the important thing is that the solutions fit your goals. 

Taking a comprehensive view of your assets provides clarity on how to realise your ambitions and aspirations most effectively. Let us collaborate to orchestrate a financial strategy that is uniquely yours.