Planning

  • Investment
  • Management
  • myWEALTH
  • Planning

Lombard loans – an integral wealth management instrument

A Lombard loan can offer you leverage on certain financial transactions, cover short-term liquidity needs, or even help with tax…

7 years ago
  • Inheritance
  • myWEALTH
  • Planning

Who inherits what in the event of your death?

On the same topic: Inheritance: who gets what? / How do wills work and who needs one? / Planning your estate: what to look…

7 years ago
  • Inheritance
  • myWEALTH
  • Planning

Inheritance: who gets what?

When it comes to estate planning, you can’t just do as you please. There are precise rules governing who can…

7 years ago
  • Couples
  • Inheritance
  • myWEALTH
  • Planning

Estate planning: Liquidation of matrimonial property

When it comes to dividing an estate, it is essential to first liquidate the matrimonial property. The liquidation of matrimonial…

7 years ago
  • myWEALTH

This insurance protects your family in the event of your death

Whether you are a parent or grandparent, it is natural to want to secure your family’s financial future. Possible solutions…

7 years ago
  • Investment & Life insurance
  • myWEALTH
  • Planning

Assess and plan the future of your wealth

Can I make a given investment without jeopardising my future income? Will I be able to finance my dream home?…

7 years ago