Wealth management for individuals

Wealth management that fits your life

Let us find financial strategies together to secure your wealth in the long term.

Financial solutions for individuals and families

Whether for saving, investing or buying a home – our financial solutions can be tailored to your individual needs.

Exclusive advice for UHNW individuals

We offer you personalized investment strategies, discreet wealth management and comprehensive succession planning to preserve your wealth across generations.

To banking for UHNW individuals

Women’s Wealth Academy

When it comes to wealth and financial planning, being a woman makes a difference. The Women’s Wealth Academy helps women build and secure wealth strategically for the long term.

��

Comprehensive and in-depth knowledge on relevant financial topics
Individual solutions for every life stage, e.g. career, marriage or retirement
Exciting learning paths on topics such as retirement planning, family, sustainability and real estate

To the Women’s Wealth Academy

Private pension provision Wealth planning

Tailor your financial planning to your life goals. We’ll provide you with comprehensive advice and guide you step by step through the process, no matter how complex your financial situation.

To private wealth planning