Asset management with conviction

The year 2023 will mark two remarkable anniversaries: on the one hand, the 190th anniversary of Schoellerbank and, on the other hand, the 30th anniversary of Schoellerbank Vermögensverwaltung. It is by no means a given that a bank can successfully establish itself on the financial market over such a long period of time. The asset managers at Schoellerbank are firmly convinced that the reason for this ongoing success lies in their sustainable expertise, proven over many years, and trusting customer relationships. For them, managing assets is not just a service, but a calling that they have followed with conviction for generations, through all the ups and downs of the markets.

Successful with tradition and innovation
In its future strategy, Schoellerbank relies on the combination of tradition and innovation. Traditional banking has been enhanced with modern technologies and innovative services to improve the customer experience. Customer satisfaction is one of the highest priorities at Schoellerbank. This goal is achieved, among other things, with new, digital services, such as the in-house podcast entitled “more assets”. Schoellerbank is also constantly working on the further development of its own digital platforms in order to enable even more individual services. In this way, online banking becomes even more convenient for customers and completing banking transactions is much easier than before.

At the same time, digitalization benefits the environment as more and more processes are paperless. Thanks to the higher level of automation, the experts can ultimately spend even more time for personal and individual advice on important wealth issues.

Have your assets managed professionally
The investment solutions and holistic services are also being continuously refined: for example with new sustainable investment options, financial planning, tailor-made investment concepts, pension and succession planning with generation discussions for guidance on the regulated transfer of assets, support with real estate transactions or our own foundation competence center. Schoellerbank also uses specialized investment advisors for very complex asset issues.