How do we proceed?
Our customers value our professional and pragmatic approach when it comes to providing advice and implementing strategies:
- Investment strategy: you decide whether to continue with your existing strategy or to review and potentially adjust it. We provide you with the facts on which you can base your decision.
- Tailor-made implementation: we take into account your needs and situation and always act in line with our investment principles.
- Independent securities selection: the focus is on sticking to a strategy using cost-effective investments. As an independent company, we do not issue any of our own funds or ETFs, but instead choose from a broad offering using our best-in-class approach.
- Tax optimisation: we make use of tax-optimised investments wherever possible.
- Low cost and high security: your strategy is implemented via VZ Depository Bank, which specialises in the low-cost settlement of transactions. Security is extremely important to us. That is why VZ Depository Bank has an extremely solid capital base.
How to change providers
While switching to a new partner can be challenging, it is no great cause for concern. Our “moving service” guarantees a smooth, cost-effective switch and takes care of all administrative tasks for you.