Value Proposition

WHY DO WE DO PRIVATE BANKING?
We believe in rigid preservation and stable creation of wealth, while at the same time simplifying financial complexity

HOW DO WE DO PRIVATE BANKING?
Our Value Proposition to you is based on four core concepts:

Long-term financial solutions based on active advice

  • We follow a holistic approach in all our customer interactions
  • Trust-based active advice is our core offer
  • We provide solutions according to customers’ overall financial needs

Dedicated, well-trained private banking manager for all financial needs

  • Every customer is serviced by a dedicated relationship manager who takes care of all financial needs and acts as entry point to the whole bank
  • Our private banking relationship managers enjoy intensive local education combined with training provided by the RBI Group

State-of-the-art banking technology and offer

  • We use and deliver the best technological solutions available
  • We provide high quality advice and reporting based on local and RBI Group know-how using modern banking tools

Risk-return optimization based on asset allocation and investment governance

  • Maximised expected return for any given level of risk as a result of optimal asset allocation, which we offer exclusively to our customers
  • We deliver optimized portfolios for any customer risk profile
  • Our customers enjoy centrally steered, but locally adapted investment portfolios for all their needs
Friedrich Wilhelm Raiffeisen - Value Proposition