Always at your service: The individual accounts and custody service. Provided by us for others.

Nowadays, the business concept of "outsourcing" is understood as the transfer of generic company tasks to other companies. However, this has been the central idea of our individual accounts and custody service for portfolio managers for a long time now. The Verwalter-Contor: our individual accounts and custody  service.

As part of this service offer, we take over the account and custody administration for the client, who will of course continue to be looked after by his existing portfolio manager. A relationship that enjoys inviolable exclusivity at our bank.

The adviser, who will be known personally to the portfolio manager and will have experience on the stock exchange, will reliably carry out all incoming custody and administrative tasks.
This typically includes: 

• immediate execution of the client's instructions,
• prompt crediting of interest, dividends or fund distributions,
• custody and administration of securities,
• processing all securities, cash and foreign currency transactions
• and preparation of income statements and annual tax statements.

In short: gain a great deal more freedom by dispensing with administrative duties.