Javascript is requiredThe Consulting Approach of Bethmann HAL Private Bank

Our advice will help you make even better financial decisions.

Our consulting approach considers your entire assets and is consistently geared toward your goals. You receive clear, sound advice that is convincing today and has a long-term impact.

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“In addition to a high level of expertise, you can expect us to listen to you. And you can expect us to provide a comprehensive advisory process that focuses on your assets. This includes, in particular, a transparent picture of your current financial situation in the form of a balance sheet. We then use this as a basis for developing a customized investment strategy.”
Maximilian Kleyboldt – Certified Financial Planner in Wealth Planning

Maximilian Kleyboldt, Certified Financial Planner in Wealth Planning

Our customers particularly appreciate these benefits:

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You'll gain a crystal-clear view of your entire net worth, providing you with a solid foundation for making even better decisions.

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Our advisory team is experienced and unbiased. We highlight potential returns and identify hidden risks.

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Your personal goals set the direction – not products or short-term trends.

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These solutions are tailored precisely to your life situation and your expectations. You’ll receive solutions that deliver results today and safeguard your wealth for generations to come.

Our consulting approach follows a proven methodology.

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1. Define Personal Goals

We want to get to know you as well as possible – your story, your expectations, your plans, and your goals. That’s why we take the time to assess your current situation and understand where you want to go.

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2. Prepare A Balance Sheet

We analyze your current financial situation and provide clarity and transparency. In doing so, we take into account all asset classes and how they interact – from your stock portfolio to your primary residence.

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3. Develop Custom Solutions

Together, we'll find the right strategy for you. We provide comprehensive advice, identify measures to increase your potential returns, and simulate the effects of adjustments. For even better decisions.

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4. Implement an Investment Strategy

We will proceed with implementation in accordance with your decisions regarding your future asset structure and investment strategy. The first step is to establish the strategic direction.

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5. Continuously Monitor, Support, and Optimize

We review your strategy on a regular basis to adapt it to your life circumstances or changing market conditions. In doing so, you'll have access to our exclusive research findings and expert opinions.

Learn more about our services

Wealth Planning

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Wealth Management

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Investment Advice

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Our Services for Private Customers

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Business Consulting

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Succession Planning

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