What exactly do we mean by “investment advice in the client-advisor team”?

Those looking for classic consultants will not find what they are looking for at IBB. We see ourselves as advisors, service providers, inspirers and sparring partners. And, of course, as an expert. Someone who has been taking care of financial investments for many years and therefore knows the business particularly well. This creates – together with the customer – a team of two with a common goal.

What is particularly important here?

Hard work is the basis for good results. But we don’t think that’s enough. To be very good, we need a trusting relationship with our customers. We see investment advice as a journey that we want to take together with you. To do this, it is important to understand not only your goals, but also you as a person: What is important to you? How do you decide? Personal understanding paves the way from mere consultant to genuine team partner.

How much experience does IBB have in this area?

Our experience is in the minds – and hearts – of our employees. We are proud that each of our advisors has been involved in portfolios, investing and assisting sophisticated clients for at least a decade. Because over the years, you learn something that goes far beyond any investment theory: prudence. Those who want their assets planned and managed for the long term will appreciate it.

Investment in capital markets is associated with risks and may lead to the complete loss of the invested assets. Please refer to our notes on capital investments