VP Bank is your experienced expert for asset management and investment advice. Together with our highly qualified partners we can also offer you a comprehensive range of wealth planning services. To make sure you find the right investment solution for you, we take your own specific needs and personal circumstances as the starting-point and factor in your risk tolerance, the returns you expect to make, your personal investment preferences and the relevant legislation and tax rules.
Our advisory process
How do we get an accurate picture of your requirements and wishes? Our comprehensive advisory process gives us a solid foundation from which to achieve your objectives. Understand – Advise – Implement – Support: these are the four steps we will take together with you.
To make our partnership successful we must begin by gaining a broad understanding of your financial circumstances and your goals. In order to advise you in a professional, comprehensive manner we must first get to know and understand you as a person. Together with you, your own dedicated client advisor will plot out the steps you need to take to achieve your goals and will then carry them out consistently.
Once we have carried out an in-depth analysis of your current situation, the next task is to collect investment-related information and put together solutions based on it. As part of our tried-and-tested team-based approach, we include selected investment specialists in the process from early on. When coming up with solutions we think in terms of scenarios, taking advantage of our open architecture approach.
Exchanging thoughts and ideas with you in person and conducting analyses are an important part of working towards your goals – but action is the key. Once you agree to a solution put to you, we will implement it according to your instructions. Here the focus is on quality and timing. This is because the way we implement your solution is a practical demonstration of VP Bank's performance capabilities and our commitment to out-of-the-ordinary levels of service.
We methodically compare your investor profile with the chosen solution and keep you constantly informed in whichever manner you prefer. In your own dedicated client advisor you will always have a highly motivated contact person at your side, earning your trust with the first-class service quality and reliability he or she provides. Those are the aspects we focus on – which is why we are consistently awarded top marks for the quality of our advisory service.