Our explanatory video in german language

Save yourself the troubles of expensive visits to your investment advisor

This is how it works

Get to your personalised investment advice – in less than five minutes

Dein Anlageberater

Registration
20 seconds

Please answer some simple questions online so we get to know you. We identify your financial situation and your opinion on the different asset classes available. This is how your personal risk/reward profile is generated.

Dein Anlageberater

Please answer the questionnaire
65 seconds

Now we have a look which type of investment best suits you so there is the greatest possible match between your need for protection and earnings potential. Because everybody is different, you receive your individual and personal recommendation which is tailor made for your situation.
This only takes a few moments because we use the latest technology.

Dein Anlageberater

Ready
5 seconds

Now you can implement our investment advice via your bank branch or online bank of choice. We strongly believe that it is important that we are not carrying this out for you. That way we can keep our independence and can advise you without any conflict of interest.
Compare the total costs of our advice with the total costs of advice given to you by your bank.

Registration
20 seconds

Please answer some simple questions online so we get to know you. We identify your financial situation and your opinion on the different asset classes available. This is how your personal risk/reward profile is generated.

DeinAnlageberater

Please
answer
the
questionnaire
65 seconds

Now we have a look which type of investment best suits you so there is the greatest possible match between your need for protection and earnings potential. Because everybody is different, you receive your individual and personal recommendation which is tailor made for your situation.
This only takes a few moments because we use the latest technology.

DeinAnlagebrater

Ready
5 seconds

Now you can implement our investment advice via your bank branch or online bank of choice. We strongly believe that it is important that we are not carrying this out for you. That way we can keep our independence and can advise you without any conflict of interest.
Compare the total costs of our advice with the total costs of advice given to you by your bank.

DeinAnlageberater

Investment check-up

Test now your risk appetite without any obligation.

Your financial situation and your preferences vis-à-vis the different asset classes form the basis of your investment recommendation.
You can see how this works by adjusting the settings on the control knobs.

This representation has been greatly simplified. Please log in to see the full details.
Equities20%
Bonds30%
Real Estate40%

From our blog

Here you find current articles on investing. You can find information on the different building blocks used to construct your asset allocation, investment styles and financial markets.

We care about YOUR interests ...

... and not the interests of product providers!

We don’t accept payments or kick-backs from product providers. We search for the best and most cost effective products for you.

... and not the interests of the banks!

We don’t want “your money”. We don’t offer bank accounts and we don’t run brokerage accounts. We are not executing any transactions for you which is why we have no interest in a frequent portfolio turnover.

You have a special request?

If you couldn’t find an answer to your question in our FAQ please contact us directly. We are happy to help.

Save yourself the troubles of expensive visits to your investment advisor.