Your assets – our responsibility , Long-term strategy for your assets

Your wealth is your life's work. We develop a clear tailored strategy to your needs, ensuring your wealth remains protected during significant events (s.a. cash events or inheritance) and that its transfer to future generations is carefully managed.

  • inclusive
    Professional structures: Working with your legal and tax advisors, we help you in optimising your wealth transfer through an asset management company or foundation.
  • inclusive
    Securing liquidity: You always know which funds are available to you - for your day-to-day requirements and special investments.
  • inclusive
    Succession planning: You transfer your assets with a focus on your family – so that values are maintained over generations.
  • inclusive
    Preserving values: We develop foundation concepts so you can use your wealth to support projects that do good and that are important to you.
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Our holistic approach to your wealth.
, The three pillars of your wealth strategy

  • Asset structuring – the basis for your wealth

    Professional asset allocation creates the basis for the long-term success of your assets.

    • inclusive
      Strategic asset allocation: Together, we define a long-term structure which ensures that your assets are positioned correctly in all situations.
    • inclusive
      Tactical asset allocation: We identify and respond to short-term market movements to secure promising opportunities.
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      Appropriate instruments and managers: Your portfolio is refined to achieve the best possible performance.
  • Liquidity planning – flexibility for all stages of life

    Your wealth gives you freedom – and our liquidity planning ensures that this freedom can be maintained over the long term.

    • inclusive
      Private cash flow planning: We identify the potential for optimisation, which ensures the long-term and sustainable implementation of your goals and wishes.
    • inclusive
      Financing management: We ensure that your liquidity flows secure future financing at excellent conditions.
    • inclusive
      Reinvesting income: The use of coordinated solutions to turn earned income into new investments.
  • Generational management – protecting and transferring wealth

    Wealth means security – for you and your loved ones. Well-thought-out succession planning takes the necessary precautions.

    • inclusive
      Bequeathing and gifting: By assisting you with the optimal transfer and early inheritance planning, we help to ensure that your life's work can be maintained over generations.
    • inclusive
      Family governance: We prepare your family to take responsibility for the legacy and we ensure that your family values are maintained.
    • inclusive
      Professional structures: Working with your legal and tax advisors, we help you optimise the transfer of your assets using an asset-managing company or foundation.

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“Different for every person, but always appropriate. Your asset strategy - tailored, professional and aligned with your goals.”
Commerzbank Wealth Management

In 5 steps
, Strategic, smart, personalised: Your path towards a customised asset strategy

Our advisory services are based on a long-term and jointly-developed strategy for your assets: Our team of experienced experts and specialists support you at every stage.

1. Partnership-based dialogue

Understanding your wealth means understanding you. Therefore, we talk with you about your personal situation, the things that are important to you as well as the goals that you are pursuing, so we can develop strategies that match your requirements.

2. Holistic analysis

We work with you to examine your current asset structure and the purpose of your assets, as well as your views of yield and risk. Only through this targeted analysis can the right potentials be identified.

3. Needs-oriented planning

What action fields follow from our analysis, and where are the main areas for adjustment? Our experts will find out which asset classes are over- or under-weighted, where there may be risks, and which optimisations might help.

4. Tailored implementation

Now we understand your situation and we have developed a strategic timetable. In the implementation phase, we create tailored solutions that are a good fit for our strategy.

5. On-going monitoring and adjustment

Our advisory services are designed for the long-term and across generations. Markets, life situations and goals may change. Therefore, we always review your asset strategy and adjust it if necessary. In this way, we ensure that structure, liquidity and succession planning always match your current situation - and that you continue to be positioned for the long term.

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Personal advisory
, Consult our experts for personalised advisory services!

+49 69 5 8000 1002
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