Working with you, your client advisor will systematically examine your personal and financial situation, paying particular attention to the following four areas: investments, asset creation, liabilities, and wealth attrition. Using these factors, your personal client advisor will analyze your individual situation in order to prepare a comprehensive solution for you.
Activate a “needs field” of your choice (e.g. “wealth creation”) to find out more about assets and liabilities.
In an age in which we all strive to secure our wealth, it is particularly important that all our assets and liabilities are analyzed and harmonized. The specialist term to describe this approach is “asset and liability management.”
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