Your digital home of wealth with the personal touch you want.

Now you can benefit from the best of both worlds: As digital as you wish, as personal as you want – you decide.

comprehensive digital banking service for your convenience and independence
Self-manage your wealth 24/7
New features will be launched throughout 2024

handle your requests directly through an experienced Wealth Concierge Team supporting you as your first point of contact,
combined with a Wealth Advisor Team and specialists for your investment decisions.
Available for you 8:00 a.m. – 6:00 p.m. CET Monday to Friday
Backed by a network of experts and specialists

You will benefit from the support and services best aligned to your needs, enhanced by our digital offering.

Putting you at the center. Benefit from our leading support and services, best aligned to your needs.

Your new Wealth Concierge Team of experienced client advisors will take care of all your wealth management needs supported by our wealth management experts and specialists.

Greater flexibility

You will now be able to discuss your financial needs via telephone or video consultation between 8:00 a.m. and 6:00 p.m. CET from Monday to Friday.

Individual investment advisory and wealth management services

Your team can advise you on your portfolio or manage your assets as part of our award-winning solutions.

A longer-term view

We’ll contact you proactively to look at your investments and discuss the steps we can take together to help you plan, review and grow your wealth.

Digital offering

Looking for round the clock convenience?Ourdigital tools give you 24/7 access to a whole range of wealth management services.

With ��ţ�� Wealth Way, you benefit from our proven consulting approach. Your wealth is structured by means of three key strategies – liquidity, longevity and legacy. No matter what your goals in life are: with ��ţ�� Wealth Way, you always enjoy the good feeling that everything is taken care of.

Focus on your needs

Together we find out what’s important to you and what this means for your wealth planning.

Personal investment concept

Our investment concept links your current situation to your short- and long-term life goals.

Individual planning

You benefit from a long-term plan that is flexible enough to be adjusted depending on your situation in life.

Liquidity for today

Maintain your lifestyle

You always have enough liquidity to maintain your current lifestyle, e.g. for:

Entertainment and vacations
Tax payments
Safety margin

Longevity for tomorrow

Achieve personal goals

You use your wealth for the long term to preserve your assets whilst achieving all your life goals, e.g. for:

Retirement security
Expenses for health and long-term care
Purchase of a second home

Legacy for others

Transfer wealth to future generations

You define what is important to you and how you want to help future generations or society, e.g. with:

Gifts for your family
Philanthropy
Wealth transfer to future generations

Find out more

What is changing?

Recent client analysis and feedback surveys show that many clients, like you, only use a small proportion of what ��ţ�� is currently offering and many believe we could do more for them with digital tools. So we’re focusing on delivering the products and services you value most and using technology to improve speed of service.

In short, you will be able to get the best of both worlds: powerful new digital tools that put you in control of your wealth, plus expert personal advice. Your Wealth Concierge Team, supported by a network of ��ţ�� specialists, will guide you through the finer details of your finances.

How will I benefit?

Our new set-up will give you:

Greater flexibility: You will now be able to discuss your financial needs via telephone or video consultation between 8:00 a.m. and 6:00 p.m. CET from Monday to Friday.
Individual investment advisory and wealth management services: Your team can advise you on your portfolio or manage your assets as part of our award-winning solutions.
A longer-term view: We’ll contact you to look at your investments and discuss the steps we can take together to help you plan, review and grow your wealth.
Digital offering: Looking for round the clock convenience?OurDigital Banking tools / digital access tools give you 24/7 access to a whole range of wealth management services.

And these are just the first benefits you’ll experience, with new features planned to be launched throughout 2024.

Will this change the way I interact with ��ţ�� in the future?

Will my products and services cost more now?

No, the current ��ţ�� price list will continue to apply.

We want to ensure we offer you the right products and services at the right price tailored to your specific needs. The product shelf will mainly consist of:

��ţ�� Manage solutions including ��ţ�� My Way
Execution of trades for major asset classes
Standard Lombard offering where regulations allow

The offering and digital transformation will evolve over time, and new elements will be added throughout 2024.

Europe International

Middle East

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Your digital home of wealth with the personal touch you want.

Your new setup