Niklas & Lehmann will offered a comprehensive financial planning and investment advice or conducting a personal finance Secretariat not only for high net worth clients, but for all clients and that this approach was still very new to the market. Ebay shines more light on the discussion. Due to the pure honorary consulting it games does not matter to which actual investment amounts were based. The established banks are forced for cost reasons the earnings potential of the respective customer relationship to adjust. the intensity and therefore the quality of your care “, explains Stephanie Lehmann. Mark Bertolinis opinions are not widely known. This be done exclusively behind the scenes to avoid unrest in the clientele. The industry had learned from the mistakes of the Deutsche Bank. We use our very reasonable in comparison cost structures, however, as small financial planning Office for the benefit of all our customers.” How this actually works, do the following example clearly: We have the opportunity to offer only to our customers, what they really want.
We can recommend in good conscience unattractive for customer advisers of established commercial banks from a revenue perspective products as for example Federal Securities and time deposits.” The earnings stay completely there, where he belong – at the customer. Hidden commissions or charges payable by the customer performance? Absent.” Also, you use intensive fitness competition among commercial banks for the benefit of their customers. For a fixed deposit with same condition and maturity offers some considerably as well as with the various terms such as account management fees and transaction costs vary. We have the most up-to-date market overview and look out for our customers the best and accept the organisational effort for a change of Bank if the customer so wishes.” The attention paid to the safety of customer installations through the deposit-guarantee schemes will especially. Ulf Niklas added: what us It is particularly important: our customers are advised not only to the requirements of MiFID and independent, but highest on professional level. Here we play with excellently trained relationship managers in wealth management of banks in the same League.” This high quality will underline mainly through the training to the certified financial planner CFP. It was however very proud, in the new Lander including Berlin only a handful of operating fully independently certified to include financial planner.