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Investment consulting

We keep a close eye on the financial markets for you

We give you the independence to make your own investment decisions. Our investment specialists will support you when making them.

The VP Bank advisory solutions cover the entire spectrum of a professional investment counselling service. Working with you, our specialists will formulate an investment strategy that is geared to your requirements. You stay in control and take your own investment decisions - we give you carefully targeted support and guide you safely through the world of the financial markets.

Investment consulting

How you benefit

  • Personal investment strategy
  • Forward-looking market assessment
  • Risk information
  • Individualised advice
  • Portfolio monitoring
  • Investment recommendations
  • Professional research

Our offer

  VP Bank Advice Comfort VP Bank Advice Premium
 

The solution with personal and proactive investment advisory services

The package with comprehensive services for the most exacting clients

Strategy-based investment advisory service

• • • • • •

Tailored investment solutions

• • •

Access to investment consultant / active client advisor

  • • •

Market and product information

• • • • •

Monitoring and reporting

• • • • •

Additional benefits

• • • • •

Our offer in detail

VP Bank Advice Comfort

VP Bank Advice Comfort will suit you if, as part of a strategy-oriented advisory service, you would like to receive regular recommendations and have your portfolio risk constantly monitored.

Contact person

  • Client advisor

Investment strategy and implementation

  • Investment strategy formulated jointly
  • Detailed investment proposal
  • Implementation by means of individual and collective investments
  • Securities transaction pricing models geared to requirements

Market and product information

  • Access to specialist publications and market information
  • Regular portfolio-based investment ideas
  • Access to VP Bank research

Portfolio monitoring and reporting

  • Continuous portfolio monitoring with prompt notification if action becomes necessary
  • Half-yearly statement of assets
  • Annual portfolio analysis and review of investment strategy

Additional benefits

  • Discount on standard securities transaction charges
  • Annual statement of assets included
  • Discount on reclamation of withholding tax
  • VP Bank Comfort banking package included

VP Bank Advice Premium

With VP Bank Advice Premium you receive customised investment counselling. This involves a regular exchange between you and your client advisor and investment consultant.

Contact person

  • Client advisor
  • Investment Consultant / Active Client Advisor

Investment strategy and implementation

  • Investment strategy formulated jointly
  • Detailed investment proposal
  • Securities transaction pricing models geared to requirements
  • Tactical investment consulting with individualised hedging strategies
  • Investment Consultant provides bespoke advisory service

Market and product information

  • Access to specialist publications and market information
  • Regular portfolio-based investment ideas
  • Access to VP Bank research

Portfolio monitoring and reporting

  • Continuous portfolio monitoring with prompt notification if action becomes necessary
  • Quarterly statement of assets
  • Half-yearly portfolio analysis and review of investment strategy

Additional benefits

  • Discount on standard securities transaction charges
  • Annual statement of assets included
  • Discount on reclamation of withholding tax
  • VP Bank Premium banking package included

Contact us

Contact us simply by telephone or by using the contact form.
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