A Strong partner for building wealth and financial security
Partner Bank’s core competence is in providing a comprehensive service for financial advisors and their customers in the areas of financial planning, wealth-building and digital solutions for analysing and managing investments.
Cooperation with financial advisors
Trust and accountability are essential when offering sound financial advice to customers. Partner Bank delivers services that support the work of financial advisors. Competent and friendly support from bank staff alongside securities training and seminars with industry experts help them to succeed all the more. Financial advisors counsel their customers individually and professionally. Partner Bank promotes the quality of advice through regular training activities and seminars.
Financial advisors are people who can be wherever they are needed – at the customer’s home and outside business hours if need be. Thanks to their independence, they have the freedom to offer their customers the financial solutions they genuinely consider to be the best on the market – unconstrained by an employer and independent of product providers. Consequently, the customer has a wide range of investments to choose from.
Partner Bank assumes liability for its financial advisors who do not hold a banking or securities trading licence and are therefore liable themselves.
Liability is limited to the giving of correct investment advice on securities services settled through the Bank with custodial services provided by the Bank. Since the financial advisors are self-employed and independent of the Bank, only Partner Bank accepts customers’ money. Representative offices and service centres are also independent financial advisors and are not branches of Partner Bank.
„Partner Bank’s innovation: securities investment solutions of private-banking quality. Sound advice and freedom to choose the best shares, bonds and funds.“