When you come to Schoellerbank, we take time for you. We ask many questions, and listen carefully to your answers. Because this is the only way to ensure that we know what is important to you. Armed with this knowledge, we focus on your personal objectives, always taking all relevant market opportunities into account. Why do we do this? Because we want to create more for you. More security, more investment success, and more personal advice.
The foundation of this Wealth Management bank could not be better - the convincing depth of experience and the rational competence is combined with exemplary emotional attentiveness. Together, this is what makes this quality.
Hans-Kaspar von Schönfels, Editor-in-Chief, Elite Report 2023, about Schoellerbank
We have analysed successful investments and made the underlying success factors our fundamental principles. All based on our core philosophy: invest rather than speculate. This way, you always know how we think and work.
Our actions and business activities are increasingly determined by the careful use of resources. Sustainability and ethics come to mind in this context. But what exactly is behind these concepts?
No life path is like another – just as no investment is the same as another. Because every person has different desires, ideas, and goals. That’s why we address yours in an individual manner.
More is being bequeathed and inherited than ever before. Which makes it all the more important to lay the proper foundation in good time. We will be pleased to help you find a way to pass your wealth on to future generations.
This service supports international private customers with their investments. The income statement is transparent and provides an overview of the foreign assets held at Schoellerbank in accordance with the relevant country-specific tax laws.
Are you interested in setting up a foundation? Perhaps you are looking to protect your family’s wealth or ensure that your loved ones are taken care of, or perhaps you are pursuing a charitable project. No matter what your reasons are, we can help you achieve your goals.
You want to invest in real estate – or perhaps not? Our real estate service can provide you not only with the right investment properties, but also the right answers to all of your questions.
Along with professional asset management, the strategic orientation of the portfolio also includes aspects related to risk protection. Planning for your own financial future and setting capital aside for emergencies provides assurance that you will be able to react flexibly to unexpected events.
You want to manage your assets yourself? We will gladly support you. In our investment advisory services, we develop the portfolio together with you to ensure that it meets your needs. One thing is always at the focus: your individual level of risk tolerance.