The democratisation of wealth planning

In order to offer realistic and holistic wealth planning, a method is needed that: focuses on the clients’ individual goals, takes extreme scenarios into account, is multi-periodic financial market crises and market downturns realistically reflected, takes all assets and liabilities into account.

Marc Mettle,r our Head Business Development, wrote on this topic for the Trendmonitor for Risk and Financial Markets of the University of St. Gallen

Read our article here (German only).