Wealth doesn’t mean the same to everyone. Not everyone aspires to it as a goal in life. And that’s a good thing. But wealth can make you more relaxed. Assets provide security. Safety helps to reduce the risks of everyday life. Personal investment advice therefore always has something to do with quality of life. At the latest when you set yourself new life goals or when your assets change unexpectedly quickly. Planning does not provide one hundred percent security, but one hundred percent transparency.
Sustainable investment is becoming increasingly important. An independent asset analysis provides clarity and shows real opportunities for optimisation. How can costs and fees be reduced? What investments should be made in a difficult market environment? How can risks be reduced and when is a portfolio ideally diversified?
A regular assessment of the existing securities investments as well as a review and adjustment of your investment strategy provides information about weaknesses within the portfolio and reveals further optimisation potential.
A bank-independent asset analysis makes more sense than ever, especially in the current time and market situation. Experience shows that market-leading solutions are often not offered directly by banks with their standardised services and products, but by specialised, independent asset managers with individual strategies.
To achieve the best possible performance, we will provide holistic and independent advice in the following areas:
- Asset generation and development
- bank-independent custodial account and securities analysis
- Margin optimization/reduction of costs and fees
- Budget and liquidity planning
We will accompany you as fully independent advisors with a holistic approach from the very beginning. To this end, VPZ will offer uncomplicated and tailor-made support just for you.
Budget- und Liquiditätsplanung
Wir schaffen Klarheit über Ihre Einnahmen, Ausgaben und finanziellen Spielräume.
Vermögensaufbau und -ausbau
Ob Sie Ihr Vermögen gezielt aufbauen oder optimieren möchten: Wir unterstützen Sie bei Strategie, Strukturierung und Umsetzung.
Kosten- und Gebührenoptimierung
Wir analysieren Gebührenstrukturen und reduzieren unnötige Kosten, um Ihre Rendite zu steigern.
Als gesamtheitlich denkende, aber vollkommen unabhängige Berater begleiten wir Sie von Anfang an. Das VPZ bietet Ihnen dafür eine unkomplizierte und auf Sie massgeschneiderte Unterstützung.
