Holistic advisory services

Schoellerbank is dedicated to the principle of holistic advice. This concept extends far beyond the standard advisory services associated with wealth management. It starts with the comprehensive and systematic analysis and documentation of the investor’s needs and objectives. Once these are established, a custom tailored investment strategy can be prepared to match your individual circumstances. The strategy is updated on a regular basis.

The principal areas on which the analysis focuses are:

• Optimal assets and tax management
• Liquidity / finance planning
• Securing the future
• Minimising financial risks
• Achieving life objectives
• Passing on the inheritance

From the outset, you are actively accompanied by a relationship manager, who provides objective, holistic advice. This uncompromising commitment to quality and customer orientation is anchored in the "Schoellerbank Constitution", to which all our advisers have subscribed.