How does investment consultancy work at VZ?

An expert team of specialists will help you actively manage your securities account in a professional and self-determined manner and consistently follow your investment strategy:

  • You receive a securities account analysis and investment or restructuring proposal each quarter
  • If required, we will evaluate your own investment ideas. You receive in-depth analyses, proposals and concrete recommendations 
  • We analyse the financial climate (interest rates, currencies, equities) on an ongoing basis and offer access to equity analyses for 5,000 companies worldwide
  • VZ will always keep an eye on your overall financial situation and advise you on any questions on related financial matters, such as tax optimisation, succession planning or property financing
  • You will receive a written report on the performance of your securities account each quarter
  • You benefit from the favourable conditions offered by VZ Depository Bank and get free-of-charge access to our e-banking solution VZ Finance Portal, with wide-ranging analyses and the latest financial market information
Appointment

Free-of-charge first consultation

Talk to one of the experts at VZ. The first consultation is free-of-charge.

Award

Long-time quality leader

The VZ VermögensZentrum is awarded by "Bilanz".