You need creative partners for creative solutions

You need an expert banking partner in order to provide your clients with the best possible support. Quality is our utmost objective. We take on your concepts and extrapolate on your desires. Building on our many years of experience, we offer you a guarantee for serious and efficient implementation in all areas. Only the best possible solution is good enough. That is why we rely not only on professionalism, but also on creativity.

For independent asset managers or fiduciaries we serve primarily as a custodian bank. That means that we take care of the custody accounts and all back-office functions, ranging from efficient and fast processing through to transparent reporting. Specifically, we offer the following services:

  • Custodian/account Management
  • Transaction processing
  • Reporting
  • Asset controlling
  • Individual advice
  • Tax reports for our customers
  • Use of our comprehensive network of experts

We also offer services for independent wealth managers who do not actively manage assets themselves: custodian bank on the one hand, and asset management on the other. And of course we act neutrally and in line with the strategy you have specified. Our services at a glance:

  • Custodian/account Management
  • Transaction processing
  • Reporting and controlling
  • Individual advice
  • Private asset management on your behalf
  • Product support through to white-label solutions
  • Tax reports for ourcustomers
  • Use of our comprehensive network of experts

For institutional investors such as pension funds, insurance companies, businesses and family offices, we offer – in addition to the custodian bank function – a wide range of advisory services and products. It is possible, for example, to use our award-winning fund concepts to develop an individual asset management solution. Our portfolio in detail:

  • Custodian bank function with associated services
  • Independent, dynamic fund concepts
  • Award-winning existing fund products
  • Comprehensive wealth planning
  • Individual asset management mandates
  • Use of our comprehensive network of experts