Welcome to ALLIANZEN BANK
As part of Allianzen Privatbank investment advisory services, Our strategy frequently provides you financial Services such as :
Allianzen Your personal investment advisory
With Allianzen, your investment advisory attaches importance to getting to know your needs, personal situation and objectives precisely, and to drawing up customized investment solutions. Long-term relationships founded on trust are at the heart of our financial advisory services. This includes reliability and continuity as well as a transparent structure for private Banking Services.
As part of this personal investment advisory service, your advisory is engaged in a constant dialog with you in order to prepare investment proposals that are perfectly geared to your individual needs and investment objectives. With Allianzen you have access to investments everywhere in the world as well as the expertise of our asset management specialists to create an atmosphere where Your investment strategy is defined by you
Investment Advisory
As part of our investment advisory services, we monitor your investments to ensure that your portfolio structure still meets the investment strategy defined by you and your investment advisory. We also use our analyses of global financial markets and investment opportunities to assess the medium- and long-term prospects for the asset classes and individual securities in which you have invested. We monitor the maturities of bonds and structured products in your portfolio and provide you with reinvestment proposals.
Private Banking
In addition to individual advice and a comprehensive range of services, we offer you exclusive access to unique investment opportunities.
Portfolio management
The dynamic nature and increasing complexity of the financial markets necessitate that your assets be constantly monitored. Under a portfolio management mandate, you commission our specialists to take care of your investments professionally and individually. What you can expect from us:
We monitor financial market trends on your behalf
Our experts carefully analyze financial market trends on a daily basis.
You can rest assured that your assets are always invested according to the agreed strategy.
We design your portfolio management mandate in accordance with your own requirements
You incorporate your needs and objectives. We devise a customized solution for you.
Our investment decisions are transparent and at all times and your personal relationship
External Asset Managers
We are aware of your needs and offer you suitable services and customized solutions. Benefit from our excellent infrastructure, short decision-making channels and professional services. Our broad range of products and services for external asset managers extends from interesting investment solutions, through securities trading and information services for professional investors to financing.
Your Investment Advisory Advantages at a glance:
Definition of an individual investment strategy
Professional monitoring of your portfolio
Proactive proposals for optimizing your portfolio
Ongoing exchange of ideas with your personal advisory
You take your own investment decisions.
Proactive investment advisory by Allianzen investment experts.
At Allianzen, We offer an active investment advisory service to professional investors such as family offices who actively trade on the capital markets. In addition to your personal relationship manager who will advise you professionally and comprehensively, you also have regular contact with our investment experts.
Our investment experts intensely monitor the global investment and financial markets and analyze the resulting opportunities and risks. They use these findings to provide you with regular investment proposals ranging from short-term trading ideas to medium- and long-term investment recommendations. On request you will also receive up-to-date information on the financial markets.