Up close and personal
You might want to fulfill some extraordinary dreams, secure your pension or provide your children with a good start in life. Maybe you wish to support a good cause with the help of a trust. Whatever you want to use your financial means for, it is our task to support your investment choices in a confidential, reliable and successful fashion by clearly focusing on your personal goals.
It is our understanding of our role that we advise you comprehensively and independently with respect to your financial situation. We thoroughly talk about your objectives and wishes in personal conversations and identify your expectations regarding the return on investment and your appetite to take risks. On this basis, we develop a tailor-made investment strategy for you, which is exclusively geared toward your individual plans for the future.
Director, Head of Office Friedrichshafen and Munich
Phone: +49 7541 / 304-312
Success through independence
Our special strength is that we do not depend on certain products or providers. As a matter of principle, IBB does not emit its own financial products and does not adopt any pre-determined investment strategies. This is the only way we can present exactly the solution that is most suitable to your personal goals.
You will firmly have everything under control at any time and you decide which securities market transactions will be carried out.
Investment counseling in our bank means that concrete trading is only done after prior consultation with you. We will support you with our experience and our know-how. You will benefit from our independence since all our investment proposals are solely adjusted to your needs.
Estate asset and trust management
Creating values which stand the test of time. Retaining assets for your decendents’ future. The good thing close to your heart. When family assets need to be secured for generations to come, trusts become ever more important.
Experience and sensitivity are decisive, particularly in estate asset and trust management. Our experts will advise and support you in founding a trust, or they will be your competent partners for managing your existing trusts professionally. We will be delighted to gather the right advisors from the fields of law, tax and finance for you. Together, we will develop solutions for the future tailored to your needs, so that you will feel comfortable straight away.
An individual asset strategy can only be “rounded off” by an intelligent blend of various types of investment. Securities and real estate are complemented by investment in tangible assets.
The greater the financial means the higher the complexity. Our specialists of tangible-asset financing allow you to access investment tangible assets such as renewable energies, real estate, corporate investments, vintage cars, etc.
This might go hand in hand with tailor-made financing adjusted to your individual situation in life.