Financial planning and advice
What does wealth mean to you?
When you have a clear picture of what's most important to you, you'll become more confident about your goals. With this belief comes a sense of confidence about your wealth and a better understanding of the legacy you want to leave behind. Our wealth experts can help you create a financial plan that is flexible and adaptable.
Understand your situation
We translate your priorities and intentions into concrete financial goals. We also provide you with investment advice that is in line with regulatory requirements and the markets.
Benefit from an expert analysis of your goals, needs and overall financial situation. Your advisor will answer your questions and suggest suitable solutions.
We work with your individual requirements and put them at the heart of your wealth plan.
- Customer and family situation
- Behaviors and preferences
- Risk
- Assets and liabilities
- Income and expenses
Determine your goals
Our consistent investment process allows us to present you with actionable advice and ideas to help you achieve your goals.
There is no "one-size-fits-all" approach to wealth planning. We will sit down with you to discuss your current goals, needs, and financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Define topics related to wealth for family, business and passion
- Individual goal-setting
Implement a plan
Once you are convinced that the solutions we propose are solid and suitable, we can start implementing them together with you.
We'll help you with important aspects, such as defining your attitude and risk capacity, and keep you up to date on legal changes that may affect your financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Definition of specific measures for each asset theme
- Creation of an investment plan
- Cooperation with tax and legal advisors
Conduct a check-up
With major life changes, your plans may also change over time. Together we will see if you are still on track.
As a global asset manager with over 160 years of banking tradition, we offer you the security and expertise for a long-term successful relationship. Our advisors are there for you with knowledge, discretion and quality.
We work with your individual requirements and put them at the heart of your wealth plan.
- Review and revision as required
- Adjust strategy as circumstances or goals change
Understand your situation
We translate your priorities and intentions into concrete financial goals. We also provide you with investment advice that is in line with regulatory requirements and the markets.
Benefit from an expert analysis of your goals, needs and overall financial situation. Your advisor will answer your questions and suggest suitable solutions.
We work with your individual requirements and put them at the heart of your wealth plan.
- Customer and family situation
- Behaviors and preferences
- Risk
- Assets and liabilities
- Income and expenses
Determine your goals
Our consistent investment process allows us to present you with actionable advice and ideas to help you achieve your goals.
There is no "one-size-fits-all" approach to wealth planning. We will sit down with you to discuss your current goals, needs, and financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Define topics related to wealth for family, business and passion
- Individual goal-setting
Implement a plan
Once you are convinced that the solutions we propose are solid and suitable, we can start implementing them together with you.
We'll help you with important aspects, such as defining your attitude and risk capacity, and keep you up to date on legal changes that may affect your financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Definition of specific measures for each asset theme
- Creation of an investment plan
- Cooperation with tax and legal advisors
Conduct a check-up
With major life changes, your plans may also change over time. Together we will see if you are still on track.
As a global asset manager with over 160 years of banking tradition, we offer you the security and expertise for a long-term successful relationship. Our advisors are there for you with knowledge, discretion and quality.
We work with your individual requirements and put them at the heart of your wealth plan.
- Review and revision as required
- Adjust strategy as circumstances or goals change
Understand your situation
We translate your priorities and intentions into concrete financial goals. We also provide you with investment advice that is in line with regulatory requirements and the markets.
Benefit from an expert analysis of your goals, needs and overall financial situation. Your advisor will answer your questions and suggest suitable solutions.
We work with your individual requirements and put them at the heart of your wealth plan.
- Customer and family situation
- Behaviors and preferences
- Risk
- Assets and liabilities
- Income and expenses
Determine your goals
Our consistent investment process allows us to present you with actionable advice and ideas to help you achieve your goals.
There is no "one-size-fits-all" approach to wealth planning. We will sit down with you to discuss your current goals, needs, and financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Define topics related to wealth for family, business and passion
- Individual goal-setting
Implement a plan
Once you are convinced that the solutions we propose are solid and suitable, we can start implementing them together with you.
We'll help you with important aspects, such as defining your attitude and risk capacity, and keep you up to date on legal changes that may affect your financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Definition of specific measures for each asset theme
- Creation of an investment plan
- Cooperation with tax and legal advisors
Conduct a check-up
With major life changes, your plans may also change over time. Together we will see if you are still on track.
As a global asset manager with over 160 years of banking tradition, we offer you the security and expertise for a long-term successful relationship. Our advisors are there for you with knowledge, discretion and quality.
We work with your individual requirements and put them at the heart of your wealth plan.
- Review and revision as required
- Adjust strategy as circumstances or goals change
Understand your situation
We translate your priorities and intentions into concrete financial goals. We also provide you with investment advice that is in line with regulatory requirements and the markets.
Benefit from an expert analysis of your goals, needs and overall financial situation. Your advisor will answer your questions and suggest suitable solutions.
We work with your individual requirements and put them at the heart of your wealth plan.
- Customer and family situation
- Behaviors and preferences
- Risk
- Assets and liabilities
- Income and expenses
Determine your goals
Our consistent investment process allows us to present you with actionable advice and ideas to help you achieve your goals.
There is no "one-size-fits-all" approach to wealth planning. We will sit down with you to discuss your current goals, needs, and financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Define topics related to wealth for family, business and passion
- Individual goal-setting
Implement a plan
Once you are convinced that the solutions we propose are solid and suitable, we can start implementing them together with you.
We'll help you with important aspects, such as defining your attitude and risk capacity, and keep you up to date on legal changes that may affect your financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Definition of specific measures for each asset theme
- Creation of an investment plan
- Cooperation with tax and legal advisors
Conduct a check-up
With major life changes, your plans may also change over time. Together we will see if you are still on track.
As a global asset manager with over 160 years of banking tradition, we offer you the security and expertise for a long-term successful relationship. Our advisors are there for you with knowledge, discretion and quality.
We work with your individual requirements and put them at the heart of your wealth plan.
- Review and revision as required
- Adjust strategy as circumstances or goals change
Understand your situation
We translate your priorities and intentions into concrete financial goals. We also provide you with investment advice that is in line with regulatory requirements and the markets.
Benefit from an expert analysis of your goals, needs and overall financial situation. Your advisor will answer your questions and suggest suitable solutions.
We work with your individual requirements and put them at the heart of your wealth plan.
- Customer and family situation
- Behaviors and preferences
- Risk
- Assets and liabilities
- Income and expenses
Determine your goals
Our consistent investment process allows us to present you with actionable advice and ideas to help you achieve your goals.
There is no "one-size-fits-all" approach to wealth planning. We will sit down with you to discuss your current goals, needs, and financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Define topics related to wealth for family, business and passion
- Individual goal-setting
Implement a plan
Once you are convinced that the solutions we propose are solid and suitable, we can start implementing them together with you.
We'll help you with important aspects, such as defining your attitude and risk capacity, and keep you up to date on legal changes that may affect your financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Definition of specific measures for each asset theme
- Creation of an investment plan
- Cooperation with tax and legal advisors
Conduct a check-up
With major life changes, your plans may also change over time. Together we will see if you are still on track.
As a global asset manager with over 160 years of banking tradition, we offer you the security and expertise for a long-term successful relationship. Our advisors are there for you with knowledge, discretion and quality.
We work with your individual requirements and put them at the heart of your wealth plan.
- Review and revision as required
- Adjust strategy as circumstances or goals change
Understand your situation
We translate your priorities and intentions into concrete financial goals. We also provide you with investment advice that is in line with regulatory requirements and the markets.
Benefit from an expert analysis of your goals, needs and overall financial situation. Your advisor will answer your questions and suggest suitable solutions.
We work with your individual requirements and put them at the heart of your wealth plan.
- Customer and family situation
- Behaviors and preferences
- Risk
- Assets and liabilities
- Income and expenses
Determine your goals
Our consistent investment process allows us to present you with actionable advice and ideas to help you achieve your goals.
There is no "one-size-fits-all" approach to wealth planning. We will sit down with you to discuss your current goals, needs, and financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Define topics related to wealth for family, business and passion
- Individual goal-setting
Implement a plan
Once you are convinced that the solutions we propose are solid and suitable, we can start implementing them together with you.
We'll help you with important aspects, such as defining your attitude and risk capacity, and keep you up to date on legal changes that may affect your financial situation.
We work with your individual requirements and put them at the heart of your wealth plan.
- Definition of specific measures for each asset theme
- Creation of an investment plan
- Cooperation with tax and legal advisors
Conduct a check-up
With major life changes, your plans may also change over time. Together we will see if you are still on track.
As a global asset manager with over 160 years of banking tradition, we offer you the security and expertise for a long-term successful relationship. Our advisors are there for you with knowledge, discretion and quality.
We work with your individual requirements and put them at the heart of your wealth plan.
- Review and revision as required
- Adjust strategy as circumstances or goals change
A personal conversation is worthwhile. For you and your wealth.
Contact us if you are interested in a personal consultation and first-class investment advice for your wealth from an investment volume of 1 million euros.
