Sustainable investment is becoming increasingly important. An independent asset analysis provides clarity and shows real opportunities for optimisation. How can costs and fees be reduced? What investments should be made in a difficult market environment? How can risks be reduced and when is a portfolio ideally diversified?
A regular assessment of the existing securities investments as well as a review and adjustment of your investment strategy provides information about weaknesses within the portfolio and reveals further optimisation potential.
A bank-independent asset analysis makes more sense than ever, especially in the current time and market situation. Experience shows that market-leading solutions are often not offered directly by banks with their standardised services and products, but by specialised, independent asset managers with individual strategies.
To achieve the best possible performance, we will provide holistic and independent advice in the following areas:
- Asset generation and development
- bank-independent custodial account and securities analysis
- Margin optimization/reduction of costs and fees
- Budget and liquidity planning
We will accompany you as fully independent advisors with a holistic approach from the very beginning. To this end, VPZ will offer uncomplicated and tailor-made support just for you.