Better together:
Investment advice in the client-advisor team

Better together:
Investment advice in the client-advisor team

Investment advice in the client-advisor team

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.

Looking for a sparring partner to help you move your assets forward? Our experts work as hard for your money as if it were their own.

Sebastian Hausmann

Department Director | Private Banking Friedrichshafen

Tobias Hildenbrand

Department Director | Private Banking Friedrichshafen

Joachim Obermüller

Department Director | Private Banking Friedrichshafen

Johanna Sikora

Department Director | Private Banking Friedrichshafen

Uwe Maser

Department Director | Private Banking Konstanz

Thomas Schellmann

Department Director | Private Banking Künzelsau

Thomas Umbach

Department Director | Private Banking Künzelsau

Peter Wieland

Manager Künzelsau Branch

Olaf Bauermeister

Department Director | Private Banking Munich

Important

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