Wealth Management
 

Wealth management

The right secret ingredient for every need

 
Success in wealth management depends not only on the right secret ingredients but also on the right mix. To achieve your financial goals, we not only offer you suitable wealth management mandates but also support you in the area of sustainability.

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.

So that we can achieve your financial goals together with the necessary finesse.

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

Classic Mandate

The Classic Mandate is based on VP Bank’s proven investment process. You will benefit from the tactical investment decisions and product selection expertise of our financial analysts. The Classic Mandate can be implemented either exclusively with collective investments or, depending on your investment volume, additionally with individual investments.

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.

For example, we can implement your chosen investment strategy more actively as part of our en-hanced approach, taking into account factors such as volatility and momentum.

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

Contact us

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