Wealth management – investing in the future
Private Investing
Don’t leave building your wealth to chance
Particularly in light of persistent inflation and tax deductions, there is virtually no alternative to investing in the capital markets. We show you how to combine the insights of financial science with innovative investment methods. With us, you get the perfect balance of return, risk and costs.
Open a custody account
Our expertise – your advantage
Building optimally structured portfolios
We bring structure to your investment portfolio – based on innovative investment technology and scientific strategies.
Optimal cost structures
Increase the efficiency of your portfolio and avoid unnecessary cost factors. With our help, broaden your know-how, far removed from the ubiquitous off-the-shelf solutions.
Innovative, individually tailored investment concepts
An investment has to suit you. Together we find your efficient frontier between risk and the highest possible return – the only way to ensure long-term success.
Holistic wealth-building strategy
We avoid typical investor mistakes and give you the opportunity to diversify holistic investment portfolios within and across your asset classes.
Professional wealth management
for discerning investors.
We analyse more than 10,000 investment funds and dozens of other asset classes to build your optimal portfolio. In doing so, we provide 100% cost transparency, digital wealth overviews and long-term personal support.
Neo Capital App
All your assets in one app
As a Neo Capital client, you can view your portfolio at any time in the Neo Capital app. You can also link your other accounts – so you can keep track of all your assets in one place, on any device.
- Overview of your portfolio with shares & funds and their performance
- Link further accounts – all your assets in one app
- Asset allocation by asset class, region and sector
Invest optimally with one-to-one advice
Choosing the right investment strategy inevitably raises questions. We answer your questions and help you piece together the building blocks of your own research – whenever and wherever suits you.
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