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Advisory process

Focus on the client

Arranging for assets to be managed professionally means carefully reviewing potential partners – and looking very closely at their reputation, stability, and quality. Equally important, however are goodwill, trust and service.

How do we correctly understand your requirements and needs? Thanks to our comprehensive advisory process, we have solid foundations in place for helping you to achieve your goals. Understand – advise – implement – support: we accompany our clients through these four stages, with a view to achieving their investment objectives.

Beratungsprozess der VP Bank

Understand

Your needs – our challenge

Developing a comprehensive understanding of your wealth situation and objectives marks the starting point for ensuring we enjoy a successful working relationship with you. Getting to know you and understanding you as a person provides the basis for the provision of a professional and comprehensive advisory service. Together with you, your personal client advisor will define the necessary steps for achieving your objectives and implement these in a systematic manner.

Advise

Your value added – our advice

Following a detailed analysis of your current situation, the next step is to gather investment-specific information and develop solutions on this basis. In accordance with our tried-and-tested system of teamwork, selected investment specialists are involved at an early stage. In finding solutions, we think in terms of scenarios and take advantage of our independent status by applying our “open architecture” approach.

Implement

Your strategy – our path

While personal exchanges of ideas and the performance of analyses are important factors in enabling you to achieve your goals, action is also required. If you are in agreement with the presented solution, it will be implemented in accordance with your specifications. Here, an emphasis is placed on quality and timing. After all, the implementation of your solution is an expression of VP Bank’s capabilities and our commitment
to the provision of extraordinary services.

Support

Your success – our service

We specifically compare your investor profile with the chosen solution and provide you with information on an ongoing basis in your desired form. With your personal client advisor, you always have a committed contact person at your side who will offer you a firstclass service and the highest level of reliability. We attach the utmost value to these very aspects, which is why we repeatedly receive top marks for the quality of our advisory services.

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