Asset report – your assets at a glance
Would you like to have a professional overview of your assets, including your savings accounts, insurance products, securities accounts, properties, and rental apartment buildings?
As a special service for you as a Private Banking client, you can request your personal asset report directly in your 24You online banking account.
- An overview of your personal assets will be generated based on the information you provide.
- The individual components of your asset situation are shown in a structured and clearly arranged layout.
- This overview serves as the foundation for your detailed financial planning and future investment decisions.
- The asset report is free of charge.
Financial planning analysis – future scenarios for your finances
Would you like to know now where you will be financially in a few years’ time? Our Financial Planning analysis can help you do this. Our specialists perform an in-depth and objective analysis of your finances and assets. These are then compared to what you want to achieve, which provides the basis for a detailed advisory meeting.
They look at this from five different angles:
A complete analysis also includes different individual scenarios: for example, we will calculate the impact of an inability to continue working, early retirement or major acquisitions on your wealth. A basic question is also how the structure of your wealth will change in future, from the point of view of liquidity.
Advice from our team of specialists.
With the help of financial planning, you will receive important answers to all the questions relating to your wealth and lifestyle planning. Our specialists create an in-depth analysis to provide the basis for further decisions, and give you comprehensive advice.