Family Office services are becoming increasingly important in a dynamically changing environment. We therefore not only limit ourselves to asset management, but also offer our clients the following services on request:

Succession planning

Inheritance advice

Fiduciary services

Corporation of companies

Structuring of foundations and trusts

Pension and tax planning

Financial planning

Consolidation of various client portfolios

Real estate

In order to meet the numerous challenges and also comply with the legal framework at all times, we work together with proven experts in these areas.

Our aim is to accompany our customers for generations throughout their lives and to be a strong partner in all financial matters.

Comprehensive range. Our products and services for external asset managers include:

• Competent team of specialists
• Personal contacts for all financial services
• Settlement of all stock exchange transactions worldwide
• User-friendly online tools
• Professional reporting
• Research documentation
• Structured products
• Attractive customer conditions

Online services. Our modern IT infrastructure for external asset managers simplifies the administration and processing of your orders. You have access to all client data, transactions and evaluations at all times.

All the functions you need as an asset manager are available to you at all times via our web-based platform. To provide you with optimal and reliable support in your daily work, we offer you the following online functions:

Inquiry of all client data

Recording and management of all common stock exchange, money market and foreign exchange transactions

Creation and printing of asset and account statements

Secure file sharing

Individual special reports