Custody service
DepotLux - the made-to-measure custody service from Baumann & Partners
With DepotLux, Baumann & Partners offers its clients a dedicated depot service as part of fund-based asset management. DepotLux can be used to store your assets in a particularly cost-effective manner and offers a full range of services of a modern and transparent custody account.
The main features of DepotLux at a glance.
DepotLux offers further individual benefits
DepotLux is ideal for investors who pursue a longer-term wealth-building strategy. This is why it was conceived as a custody account for life, which can be flexibly adapted to your needs and goals at any time. The advantages of a fund-based asset management are optimally combined with the flexibility of a highly efficient investment account.
- Individual investment strategies for each investment objective
- Process management - free of charge and optional
- Free reinvestment option
- Loyalty bonus/ discount
- State funding - state-supported savings schemes
- DepotLux for children
Find out more about the individual advantages of DepotLux.
Overview and transparency associated with a personal mailbox
Any information related to the performance of your assets will be made available to you free of charge, in your personal electronic mailbox, the so-called Doku-Box. Alternatively, you can also receive all your custody account statements and reports by post.
Get a detailed overview of the content of your personal Doku-Box.