Vermögensverwaltung
 

Wealth management

Put your assets in experienced hands – so that they can flourish the way you want them to

 
Do you want to invest your time in something other than managing your assets while still profiting from the markets and investing your assets sensibly? With a discretionary mandate, you can do precisely that.

By leaving the management of your wealth to us, you not only let our experts take on the time-consuming task of looking after your wealth, but also benefit from a truly top-notch solution. The benefits are clear. We analyse the markets daily and actively manage your portfolio based on the investment strategy that we define together with you. Ensuring that you have a robust portfolio is our top priority, which is why your assets are always invested in a broadly diversified approach. We also protect your portfolio against currency risks, and take sustainability criteria into account in the selection of investments.

Acting responsibly is clearly rooted in our corporate culture. We thus incorporate sustainability criteria into our investment process on a systematic basis. Because at VP Bank, we are convinced that taking sustainability criteria into consideration improves the investment decisions we make for you as our client, as it enables better control of risks and better utilisation of opportunities.

We can plant the seed together, and then you can let us take care of your assets. We will ensure that it grows and thrives, and help you to reach your financial goals.

wealth management

If this video is played, personal data may be transmitted to the provider and cookies may be set. Privacy policy

Benefits of wealth management

  • More leisure time thanks to the delegation of time-consuming tasks
  • Active management of your assets
  • Delegation of investment decisions to selected experts
  • Access to our worldwide network
  • The right solution for you, with the best products worldwide
  • Systematic portfolio monitoring
  • Stringent risk control
  • Comprehensive reporting
  • Consideration of sustainability aspects

Our offerings

With our investment solutions, we offer you a range of different options for your wealth management that are tailored to suit your situation and your investment goals.

Infographic

Strategy Funds

Strategy funds enable you to take advantage of VP Bank's expertise even with smaller investment amounts. You benefit from our active investment approach combined with comprehensive risk monitoring.

How you benefit

  • Continuous analysis of opportunities and risks on the financial markets
  • Active rebalancing of asset classes in line with changing market situations
  • Optimal balance between risk and return
  • First-class implementation based on our best-manager approach
  • Hedging against exchange rate fluctuations
  • Tried-and-tested risk management approach

Fund Mandate

Within the Fund Mandate, we implement your chosen investment strategy by identifying asset managers within the investment universe who are among the best in their asset classes in terms of performance, investment risk, track record, management and transparency. With our best-manager approach, we ensure you have the best building blocks.

How you benefit

  • Active allocation across the different asset classes in accordance with our market assessment
  • Access to our best managers and their investment products
  • Broad offer of investment strategies and reference currencies
  • Simple, comprehensible mandate structure with selected collective investments
  • Cost-effective investments in funds with institutional tranches

Classic Mandate

A classic mandate makes use of the entire spectrum of financial instruments. It is implemented using both individual and collective investments. The expertise of our equity and bond specialists in selecting instruments, combined with our tactical investment decisions, guarantees the best possible results for your mandate.

How you benefit

  • Configuration options are highly flexible
  • Use of direct investments
  • Continuous analysis of opportunities and risks on the financial markets
  • Active allocation across the different asset classes in accordance with our market assessment
  • Optimal balance between risk and return
  • First-class implementation based on our best-manager approach
  • Broad offer of investment strategies and reference currencies
  • Simple, comprehensible mandate structure with selected collective investments
  • Cost-effective investments in funds with institutional tranches
  • Hedging against exchange rate fluctuations

Sustainable Plus Mandate

Help protect the climate and support social change. The Sustainable Plus Mandate combines these values with the convenience of a mandate. The Sustainable Plus Mandate includes investments in microfinance and green bonds and offers you the opportunity to set your own sustainability priorities.

As with our classic mandates, we use the entire spectrum of financial instruments. But, for this mandate, the criteria for sustainability are stricter for both direct and collective investments. The portfolio includes impact investments, and you can decide which sustainability issues are particularly close to your heart.

Your benefits

  • This mandate is more than just sustainable. “More” means that not only investments are excluded, but those with the best sustainability profile are selected.
  • The portfolio includes impact investments with which a measurable improvement is achieved, for example green bonds, social bonds and microfinance.
  • The same fees and minimum investment requirements apply as for classic mandates.
  • Five sustainability priorities for thematic investments are available to choose from (can be changed at any time): 
    1. Environment and climate action
    2. Health and demographic change
    3. Renewable energies and circular economy
    4. Equal opportunity, education and security
    5. Sustainable infrastructure
  • Collective investments with a dedicated focus on sustainability
  • Three different risk profiles are available: Conservative, Balanced and Growth

Special Mandate

The special mandate allows you to include individual requirements and wishes, bringing a corresponding amount of flexibility to the structure of your mandate. To enable us to achieve your financial objectives, we take account of your strategic specifications and your requirements in terms of asset classes, regions or sectors.

Within the framework of a special mandate, you also have the opportunity to determine your own sustainability profile and have it implemented by us on a systematic basis. We can also offer you comprehensive transparency using our VP Bank Sustainability Score.

We ensure that your portfolio is broadly diversified at all times. For the tactical orientation of your portfolio, the portfolio managers rely on the analysis of global financial markets by our Research department and our proven risk management.

How you benefit

  • High degree of flexibility when shaping your investment strategy and portfolio parameters
  • Continuous analysis of opportunities and risks on the financial markets
  • Active rebalancing of asset classes in line with changing market situations
  • First-class implementation based on our best-manager approach
  • Tried-and-tested risk management approach

Enhanced Mandate

With the Enhanced Mandate we implement your chosen investment strategy even more actively. The focus is on making use of cost-effective investment instruments, such as ETFs, index funds and derivatives. As well as active asset allocation across the different classes in accordance with our market assessment, we achieve further optimisation through volatility trading, momentum investing and thematic investing.

Volatility

Because of its capacity for mitigating risk, we use volatility trading as an additional investment technique. To this end we employ risk-controlling options strategies in the various asset classes.

Momentum

Markets of all kinds frequently experience periods of consistent movement in one direction. We compare the markets over longer periods and exploit trends in a forward-looking manner.

Themes

We identify and take account of investment themes which may offer great performance potential.

How you benefit

  • Cost-effective implementation of your investment strategy using passive investment elements
  • Active implementation of the VP Bank market assessment
  • Risk/return profile optimised through active use of volatility trading, momentum investing and thematic investing

Contact us

Contact us simply by telephone or by using the contact form.
Salutation
Country
Please contact me via