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Investplan: An investment plan for my finances

InvestPlan knows your finances and can advise you on the best path to your investment goal.

What is InvestPlan?

Investplan is a unique investment tool that we use to provide investment advice to our clients. With the new Investplan service, your banker can model a suitable portfolio for you and provide you with regular investment recommendations. 

How does InvestPlan work?
1. Investment Survey
We’ll assess your investment profile, reviewing your experience, needs, goals, financial situation, and risk tolerance.
2. Portfolio design
We will design a tailored investment plan and portfolio and ensure that the investment portfolio is in line with your needs.
3. Portfolio diagnostics
Based on your needs, we will divide the portfolio into three areas: liquidity, reserve and investments.
Portfolio monitoring
We monitor portfolio performance, ensure product suitability within your strategy, and keep you informed about your portfolio's status.

Monitoring your investments

We monitor portfolio risk 

In your investment portfolio, we calculate a maximum potential loss with a statistical probability of 99% over a three-month period. 

We monitor the suitability of the portfolio 

We look at which products are suitable for you within your portfolio based on your risk profile and your risk tolerance from the investment questionnaire. 

We design the ideal portfolio for you 

Thanks to a highly sophisticated model for servicing your portfolio, we implement and optimise the investment plan and its allocation into core product groups. 

We monitor product complexity and concentration 

We monitor your portfolio's product complexity, as well as product concentration for individual groups of issuers. 

Are you interested in InvestPlan?

Are you interested in InvestPlan?

If you are interested in a tailor-made Investplan, visit one of our branches or leave us a phone number and we will contact you.
Needs our help?

We will answer to all your questions.