Thanks to our digital onboarding, you can get started with your customers right away - a digital signature and the conclusion of an asset management contract (via VuV OOB route) are included upon request. Our sales staff will be happy to serve as your contact persons. Please contact us!

If you have taken your decision in favor of us and want to transfer accounts and custody accounts from your previous custodian bank to us, our relocation service will make your work easier: Using exchange files, we can quickly and efficiently import holdings, create opening documents and also record powers of attorney in the process. Our sales staff will be happy to assist you. Please contact us!

Interfaces to the leading portfolio management systems (including Infront, PSplus and Expersoft) allow you to fully integrate transaction processing in an open banking system. At the same time, the lower manual effort reduces the susceptibility to errors. Our sales staff will be happy to assist you. Please contact us!

We help you meet your reporting requirements. Among other things with: MiFID II-compliant PM reporting, ex-ante and ex-post reporting on demand, transaction reporting in accordance with Art. 26 MiFIR or loss threshold reporting directly to the financial intermediary - all from a single source. Our sales staff will be pleased to be at your disposal as contact persons. Please contact us!

Efficiently manage existing customer relationships, develop offers for the generation of children and grandchildren, or tap into new target groups via feeders: Benefit from our digital asset management: We offer you an IT solution with which you can digitally acquire, manage, and report on customers and interested parties. And all this without your own investment costs and with a central sales channel as an additional service.

The digital tax reporting of our FinTax partner fintegra supports your clients and their tax advisors in the booking, accounting and tax declaration of liquid assets in business and foundation assets as well as for private clients with foreign currency accounts. This allows you to focus entirely on the investment strategy for your customers.

We offer a convenient service for easy reclaiming of withholding tax. All your client has to do is issue a power of attorney - we coordinate the rest until the tax is refunded to the client's account. Our sales staff will be happy to assist you. Please contact us!

An app allows your customers to track the status of their securities account on their smartphone or tablet at any time. They also have their contact details at their fingertips. Our sales staff will be happy to assist you as your contact person. Just get in touch with us!

To enable you to retain the assets of the generation of heirs today, we support you in planning asset succession. Take advantage of our expertise for your work at events, in one-on-one meetings or for your own professional training.

If required, we expand the financial scope for action at attractive conditions. This allows you to take advantage of market opportunities or cover short-term liquidity requirements without having to sell your customers' securities portfolios. Our sales staff will be happy to assist you. Please contact us!