Modulare Anlagelösung

Investing on a modular basis makes perfect sense.

Alexander Lühr, Senior client advisor
Reto Cavelti, Investment specialist

Modular investment solution

Modular investment solution

Our new modular investment solution combines the benefits of professional asset management with customised advice: You can combine the investment modules in keeping with your needs, developing an individual approach when selecting markets, asset classes and risks.

As individual as you are

The modular investment solution functions according to the building block principle: Based on your risk profile and your investment targets, you define your investment strategy together with your client advisor. This strategy is then implemented through a number of different investment building blocks. These modules can be supplemented or modified over time, according to your preferences. You can incorporate your own ideas or take advantage of your client advisor's experience.

Your benefits at a glance

  • Comprehensive advice from your client advisor and additional specialists
  • Customised 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
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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.

Konfigurator Modulare Anlagelösung

Modular investing - try it out now

Launch the Configurator and discover the advantages of the new modular investment solution.

Ask us

Would you like to find out more about the advantages of the modular investment solution? Contact one of our client advisors. We look forward to meeting you.

We offer more

Find out more about other services such as asset management or investment advice.

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