Investment consulting
We keep a close eye on the financial markets for you
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.
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 | |
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The solution with personal and proactive investment advisory services |
The package with comprehensive services for the most exacting clients |
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Strategy-based investment advisory service |
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Tailored investment solutions |
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Access to investment consultant / active client advisor |
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Market and product information |
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Monitoring and reporting |
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Additional benefits |
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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