Our Investement Advise

We advise you decide.

Ein Bethmann HAL Kundenberater und ein Kunde stehen sich auf einem hellen, überdachten Laubengang gegenüber und führen ein Gespräch. Die Architektur ist geprägt von hohen Fenstern, hellen Wänden, Säulen und einem offenen Durchgang mit Tageslichteinfall. Eine Person hält eine Ledertasche in der Hand.

Do you make your own investment decisions but still want to benefit from expert advice? Our investment advisors and securities specialists are here to guide you with their experience and market knowledge. For anyone who wants to manage their own assets but still values independent expertise.

For us, investment advice means two time horizons: Strategic asset planning defines the goals, framework, and structure of your assets. Tactical asset allocation takes current market movements into account and enables prudent adjustments.

Strategic asset planning

At the beginning of the investment consultation, you and your investment advisor will determine the course of action. Your ideas, your circumstances, and your financial goals will determine the strategic direction. To do this, you should know:

What are your medium- and long-term plans for your life?
How willing are you to take risks?
What is your investment horizon?
How important is sustainability to you?

Based on your answers, we define your asset structures, determine your risk profile, and identify suitable asset classes.

Tactical asset allocation

After determining your strategic orientation, we discuss how you can stay focused on your goals even in volatile market phases. Among other things, we consider the following topics:

Tactical alignment of your portfolio
Continuous adjustment of your investments to market conditions
Impact of new investments on the sustainability of your portfolio

Our investment advisors are always there to support you—as market and product specialists, as risk managers for your portfolio, and as sparring partners on equal footing. Get sound and transparent advice.