Investment and custody account advice

Invest for yourself – with professional support

Would you like to make your own investment decisions while still having access to professional expertise? In that case, an investment or custody account advisory mandate with VZ is the right solution for you.

You'll retain full control over your assets and benefit from the support of our investment experts. You'll also gain access to detailed equity analyses of over 6,500 companies worldwide, as well as the annual dividend list for Swiss equities.

Why not get some non-binding advice?

Would you like to find out more about investment and custody account advice at VZ? Then please complete the form. We'll be happy to discuss which offer best suits your needs, with no obligation on your part.

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Key questions on investment and custody account advice

  • What does investment and custody account advice offer you?

    VZ will help you manage your custody account actively, professionally and independently:

    • We'll monitor your investments and contact you if action is required.
    • You'll have a knowledgeable, independent contact who can advise you without any conflict of interest.
    • You'll regularly receive specific investment and rebalancing recommendations from our investment experts.
    • You can discuss your own investment ideas with our experts at any time.
    • Every quarter, you'll receive a detailed report on the performance of your custody account.
    • You'll benefit from the favourable terms offered by VZ Depository Bank and receive free access to our trading platform with up-to-date financial market information and comprehensive equity analyses covering over 6,500 companies worldwide.
    • VZ will keep a close eye on your overall financial situation at all times and will also advise you on related financial matters, such as tax optimisation, estate planning and property financing.

  • Who is VZ's investment and custody account advice suitable for?

    VZ's investment and custody account advice is suitable for investors with the following needs:

    • You'd like to take responsibility for your investments yourself, but don't want to have to constantly monitor every market trend and its impact on your portfolio.
    • You'd find it reassuring to know that an investment professional is monitoring your securities portfolio and will contact you if you need to take action.  
    • You sometimes feel unsure about which investments to choose. 
    • You're looking for an investment expert who regularly contacts you with attractive investment proposals and answers your questions competently and without any conflict of interest.
    • You're glad to have an independent second opinion on your own investment ideas. 
    • You'd like to receive high-quality analyses from banks on certain investment topics or securities that you would not otherwise have access to.

  • What is the advantage of independent advice?

    VZ does not offer any investment products of its own, such as investment funds, nor does it act as an intermediary for third-party products. Unlike with many banks, our investment and custody account advisors are free to decide which investments to recommend – solely in the best interests of their clients.

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