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Financial Concept

With the results of the needs analysis, we compile a personal financial concept together with you.

The needs analys is allows us to divide your assets into tied and flexible portions.

The Tied Asset Portion

Tied assets serve to finance concrete plans and provide liquidity for liabilities that will fall due in the near future, taking the investment horizon and the currency of the liability into account. Tied assets are invested in low-risk products. In this way, we help you minimize investment risks and meet your obligations securely and in a timely manner.

The Free Asset Portion

This portion of your assets allows you to maintain the standard of living to which you have become accustomed. Free assets can also be used to realize your future plans. They are invested in accordance with your personal risk profile and your specific investment needs.