Financial planning
Through scheduled meetings, your Private Banker offers you all the support you need to get closer to your future dreams.
Financial plan
You define your goals and in cooperation with your experienced Private banker, you formulate a personalized and realistic financial plan. At the same time, you can find out if the goals you have set, based on your financial situation, are achievable and able to protect your assets, but also to calculate the evolution of your capital.
A financial plan is not a static plan but a "tool" for monitoring your financial progress.
Investment tips
Investment instead of holding cash
Your assets do not grow over time if they are not invested.
Diversify your portfolio
Spreading your investments across different asset types and countries helps offset losses while providing a long-term return.
Don't try to time the purchase
It is practically impossible to consistently predict market movements. Instead of trying to time the market, adopt a long-term investment strategy and invest often.
Keep calm
Don't let fear or greed guide your investment decisions. Stay focused on your long-term goals.
Start early and invest regularly
Thanks to the power of compound interest, even small investments can increase significantly over time. Regular investments, however small, can yield great results.