VP Bank AG
Private Clients
Investing
Wealth planning

Wealth planning —
Wealth planning that creates foresight.

Keeping track of your own assets is challenging, especially if your goals are not yet clearly defined, you have questions about retirement, or your assets are spread across different bank accounts. Tax and inheritance issues also require foresight and careful coordination.

VP Bank supports you with comprehensive wealth planning. Our specialists analyse your initial situation, structure your assets and develop a tailor-made strategy. This is tailored to your life situation and your priorities. On request, we can also assist you with implementation and regularly review the plan to ensure that it continues to suit your needs.

The result: greater clarity, a better basis for decision-making and a plan that keeps your assets in mind for generations to come.

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When wealth planning is particularly valuable

Whether you are a wealthy private individual, entrepreneur, executive or family office, your assets are often not only invested in securities, but also in real estate or shareholdings. Many decisions also have impacts on tax and inheritance issues. Good wealth planning brings everything together and creates a clear framework for the next steps.

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How we support you in every phase of life

Comprehensive asset management advice: We take into account your investment assets as well as tied-up assets, e.g. real estate or company holdings.
Diversification and structuring: We review the diversification of your total assets and develop suitable structures. These may take the form of companies, private label funds or trusts.
Succession and inheritance: We assist you with succession and inheritance issues and involve selected partners as needed.
Restructuring and changes: We support you with changes to your total assets that are of materiality significance, e.g. when selling real estate or relocating your residence.
Financing solutions: We develop tailor-made financing solutions in connection with your wealth planning or property purchase.
Companies and transactions: We provide support with asset transformations and mergers and acquisitions.
Consolidation and portfolio analysis: We prepare asset consolidations and analyse securities portfolios in the context of your overall assets.

What you gain with wealth planning

Comprehensive wealth planning provides you with immediate clarity and transparency regarding your assets and priorities. It ensures stability by delivering a strategy that is optimally tailored to your risk tolerance and creates structure by linking assets, pensions and life events. This gives you clear guidance for all important next steps and decisions.

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Your advantages with VP Bank

Personal advice: You have a dedicated contact person who knows your objectives and provides you with comprehensive support.
Financial and pension planning: We structure your financial situation and pension issues – including an initial consultation.
Solutions that suit you: Strategy and implementation are coordinated to support your plans (today and tomorrow).
Access to the investment platform: You stay on top of the markets and receive specific investment recommendations.