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• Appointment scheduling
• Our approach: ÃÛ¶¹ÊÓƵ Wealth Way
• Women's Wealth
• For strong entrepreneurship

Wealth management for individualsWealth management for individuals

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• Individuals and families
• UHNW Individuals

Wealth management for entrepreneursWealth management for entrepreneurs

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• Executives
• Entrepreneurs

Wealth management for financial intermediaries Wealth management for financial intermediaries

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• External asset managers
• Lawyers, fiduciaries, notaries

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• Appointment scheduling
• Wealth Way

Investment mandate

• Multi-asset solutions
• Sustainable investing
• Design your own solution

Advisory mandate

Investment productsInvestment products

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• Investment funds
• Structured products
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• Private Investor Circle
• WM video advice

Calculators and tools

• My Way Simulator

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• Retirement calculators
• Forms and applications
• Non-compulsory provision
• Business succession

Wealth PlanningWealth Planning

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• Pension and retirement planning
• Succession planning
• Tax planning
• Charitable commitment
• Transfer of assets

Individual advisory approach

• Maximum amount 2025
• Vested benefits account

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• Mortgages
• Mortgage interest rates
• Financing a home
• Prolong your mortgage
• Refinancing your mortgage

Mortgage productsMortgage products

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• Fixed-rate mortgage
• SARON mortgage
• Building loan

Real estate calculatorsReal estate calculators

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• Mortgage calculator
• Renovation calculator
• Rent-or-buy calculator
• Maximum purchase price calculator

Real estate servicesReal estate services

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• Sell your property
• Renovate your property
• Insure against financial risk

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• Appointment scheduling
• Digital Care

Mobile BankingMobile Banking

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• TWINT
• Mobile Payment

E-Banking

Digital Banking ServicesDigital Banking Services

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• Digital Signature
• Digital Investment Advice
• ÃÛ¶¹ÊÓƵ MyWay digital
• E-Trading
• Personalized trading ideas
• ÃÛ¶¹ÊÓƵ Advice - portfolio quality

SecuritySecurity

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• Access App
• Safe App
• Common types of fraud
• Report a fraud

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• Appointment scheduling

Accounts: day-to-day bankingAccounts: day-to-day banking

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• Personal account adults
• Personal account couples and families
• Current account
• Accounts for foreign currencies
• Personal account cross-border

Cards and TWINTCards and TWINT

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• Credit and prepaid cards
• Debit cards
• TWINT

Manage accounts and cardsManage accounts and cards

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• Changing banks