Wealth management. Assets. Increase. Understand.

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With our wealth management services, we support individuals, families, entrepreneurs, founders and heirs in every phase of their lives. We develop a customized investment concept for you, support you in the responsible management of your assets and aim to preserve and increase them for you and future generations.

Our path to your optimal investment

Analysis.
Good advice begins with a sound analysis of your individual situation. Only when we have gained a holistic picture of your overall investment objectives does the next step follow. Conception. Based on the analysis, our team of experts develops an investment strategy for you that is precisely tailored to your asset and life situation. 

Dialog.
Only when we have fully understood your wishes and needs and our proposal and concept fully meet your expectations, the next move follows. 

Implementation. 
Here you benefit from the decades of experience of our investment specialists and the flexibility of our innovative and broad investment universe.

 

Our services.

Wealth needs diversity. That's why Kathrein Privatbank offers you numerous ways to achieve your desired goals and dreams step by step - together with us.

Asset Management 
  • you give us your goals, 
  • we invest in your interests and within the framework of your guidelines, 
  • we monitor the successes and keep an eye on the risks, and 
  • we inform you comprehensively and regularly about the portfolio development.
Investment advice 
  • we advise you proactively, 
  • we are your sparring partner, 
  • you make the final investment decision, 
  • we regularly review and adapt the strategy, and 
  • we keep you informed about performance, trends and markets. 
 Direct trading  
  • You determine your investment yourself, 
  • we execute your transactions 
  • we connect you directly with our securities traders on request, and 
  • you have access to our online reporting tool and eBanking at any time.