Wealth Management for Individuals
Working Together for Success –
Through Trust and Expertise
Many of our clients have built their wealth over the course of years or decades—through entrepreneurial endeavors, their careers, real estate, or long-term investments.
However, as wealth grows, new questions arise: How can this wealth be structured effectively? What level of risk is appropriate? And how can the wealth be preserved and grown over the long term?
Customized solutions instead of standard portfolios
Customized Investment Strategy
Structured Wealth Management
Transparency and Independence
Personalized support
Our Services
Focus on the Client
We address your needs and questions in detail and clearly explain the wealth-building process. Our goal is to invest your assets wisely and sustainably and to take care of all the work for you, so you have more time to focus on your life goals.
Professional Expertise
Our highly qualified financial experts bring years of experience to the management of your assets. We closely monitor the financial markets to identify the best investment opportunities for you on an individual basis and capitalize on them profitably in accordance with your guidelines.
Do you have any questions?
How do I become a customer?
Following an in-depth introductory meeting, we will then develop a personalized investment strategy tailored to your needs. At a second meeting, we’ll present this strategy to you and answer any questions you may have. If you still feel that we’re the right partner for you—one you can trust—we’ll prepare the contract documents for you, and it’s only at the third meeting that you’ll officially become a client of ours. We’re not interested in acquiring new clients quickly; instead, we want to build a long-term, trusting partnership.
What is the minimum investment amount?
We do not have a minimum investment amount or a minimum balance requirement. However, we do consider the cost-benefit analysis, which we will discuss openly with you. We tailor our services to your specific financial situation.
What are the benefits of independent wealth management?
We don’t have to; we’re free to choose—we aren’t bound by any requirements regarding which providers we work with. We can select from the entire investment universe on your behalf. We never receive commissions or rebates from providers; whenever we do, we pass them on to you.
As a customer, do I have a dedicated contact person?
Yes, always and at any time. Even if your contact person isn’t in the office, you can always reach someone at either our office in Germany or our office in Switzerland who will personally handle your matters.
Which banks manage the accounts?
In Germany, we manage your securities account and clearing account exclusively through V-Bank AG (Vermögensbank) in Munich. In Switzerland, we work with leading banks.
How are investment decisions made?
Investment decisions are made by the committee, quickly and decisively when necessary. We consult with one another several times a day and operate with a high degree of flexibility.
How does Wydler organize my portfolio?
You provide us with guidelines within which we can operate. We then select the appropriate asset classes and, within those, the right providers or individual securities for you. We prefer direct investments, mutual funds, and ETFs—always choosing liquid and easily tradable investments.
