Private Wealth
Exclusive solutions for your wealth
Our Private Wealth business area is characterized by a broad spectrum of tailor-made services to meet the financial needs and wishes of our clients. A key component is the personal support provided by our experienced Private Wealth Managers. We offer holistic financial planning. This includes investment strategies, liquidity planning, estate planning and risk management. Our experts use access to a wide range of investment products, including equities, bonds, investment funds, alternative investments and structured products, to enable a diversified portfolio allocation. Our ultimate goal is to add value and become a long-term partner to our clients in meeting their goals and aspirations.
YOUR CONTACT PERSON
Personal support from our experienced wealth and portfolio managers is a key component of our service.
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Roman Weißkopf
- Leiter Private Wealth Management
- Private Wealth Manager
- Portfoliomanager
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Marie-Claire Achenne
- Partner
- Private Wealth Managerin
- Porfoliomanagerin
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Ina Berger
- Partner
- Private Wealth Managerin
- Portfoliomanagerin
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Hajo Meilen
- Partner
- Private Wealth Manager
- Portfoliomanager
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Ralph Roth
- Partner
- Private Wealth Manager
- Portfoliomanager
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Martina Roensch
- Private Wealth Managerin
- Portfoliomanagerin