From basic services to credit and private banking. We are not only a leading universal bank for private and corporate customers. We also specialize in doctors and offer them a wide range of tailored products and services.
Would you like to maintain your accustomed standard of living after retirement? Due to persistently low interest rates and falling conversion rates, your personal pension program is becoming increasingly crucial. We show you how you can secure your financial future.
Pension fund consulting
Are you looking for a suitable prescription for your occupational pension plan? Our specialists in the field of pension funds will provide you and your company with comprehensive advice when it comes to the 2nd pillar. In cooperation with various pension institutions, we search for the ideal product provider for your personal needs and those of your company.
Financial planning
Carefully executed financial planning takes a holistic view of your individual life situation. It takes into account the changes in the individual phases of life (employment, family, retirement), since financial planning not only analyzes today, but also considers the future. Sound advice for your financial planning requires trust and expertise. We offer both. Do you take time for us, for you?
Retirement planning
A thorough analysis of your personal pension situation reveals any gaps and gives you the opportunity to close them in good time. With regard to the pension analysis, the focus is on personal questions ranging from financial needs and any insurance benefits to the specific pension payout. Remember to stay tuned early.
Tax service
Taxes are not a formality. They require knowledge, precise accounting and time. If you want to use them more efficiently for the benefit of your patients, our comprehensive tax service will help you. In the best case, lower taxes beckon at the end of the process.
Succession planning
The arrangement of a company succession rarely happens quickly. A clean and satisfactory solution for all parties in a business succession brings opportunities and challenges. For the feat to succeed, careful planning and timely action are needed. The earlier you start with the preparations, the greater the scope for design. We are happy to support you in planning, coordinating and implementing your practice succession.
