Modular investment solution Our modular investment solution combines the benefits of professional asset management with customised advice: You combine the investment modules in keeping with your needs, developing an individual approach when selecting markets, asset classes and risks. Arrange consultation Bespoke strategy The modular investment solution functions according to the building block principle: Based on the risk profile and the investment objectives, the investment strategy is established and then implemented through a variety of modules. The modules cover a broad investment spectrum, and can be combined in a different way at any time. Thanks to its flexibility, this model wholly meets the complex investment needs of institutional investors. Your benefits at a glance Comprehensive advice from your client advisor and additional specialists Customized investment strategy Professional implementation of investment strategy Ongoing, system-based monitoring of portfolio Flexible adjustment of investment strategy at any time Transparent pricing model and reporting Warning: This is a YouTube video. If you play the video, YouTube can track you. Modular investment solution Start the short movie about our modular investment solution and find out more about your say in the choice of Markets, investment classes and risks. Modular investing – try it out now Launch the Configurator and discover the advantages of the new modular investment solution. Launch Configurator Investing responsibly and sustainably A growing number of investors feel that their investments should not just generate a financial return but also make a positive contribution to the environment and society. With our “Equities Global Impact” focus module, which forms part of our innovative modular investment solution, we are meeting the increasing client demand for sustainable investments. Read More Ask us Learn more about the benefits of the modular investment solution and get in touch with our client advisor. We look forward to meeting you. Reinhard Rutz Member of Senior Management Head Private Banking Switzerland E-Mail +41 44 286 25 25 Gerald Lulei Head Private Banking Germany E-Mail +41 44 286 25 25 Christian Kappes Member of Senior Management Deputy Head Private Banking Switzerland E-Mail +41 44 286 25 25 Roger Arnet Member of Senior Management Deputy Head Private Banking Germany E-Mail +41 44 286 25 25 Discover further services Find out more about other offertings such as our asset management and investment advice. Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds Investment advice Systematic investment process Customised investment strategy Active management of assets
Christian Kappes Member of Senior Management Deputy Head Private Banking Switzerland E-Mail +41 44 286 25 25
Asset management Independent advice and management thanks to the absence of in-house products Investment solutions tailored to personal needs (modular investment approach) Continuous management and monitoring of entrusted client funds
Investment advice Systematic investment process Customised investment strategy Active management of assets