Private individuals

Private Banking

Your current situation, wishes, objectives and expected future trends form the basis for a customised proposal. This proposal offers a handy and accessible overview of your overall financial situation, mapping out your current and future income and asset positions. Our advisors also provide you with a scenario analysis, giving you insight into the feasibility of your specific wishes and objectives.

Private Plan

For more complex situations, a specialist external financial planner compiles a Private Plan. This expert provides strictly independent advice based on his or her knowledge and insights. If desired, a new Private Plan can be compiled at a later date as well.

Periodic adjustments

We periodically discuss the basic assumptions behind the customised proposal/Private Plan with you and adjust our approach where necessary, e.g. in relation to your investments.