Who is personal asset management suitable for?
Our asset management is aimed at private individuals and companies who want professional and long-term support — such as entrepreneurs, families or highly engaged people as well as foundations. We continuously monitor, adjust and optimize your portfolio. The initial consultation is free and non-binding — contact us today!
Why is it important for an asset manager to be independent?
An independent asset manager such as Format acts free of Group interests and product requirements. This means that we consistently focus on the needs of our customers. Our independence allows us to objectively evaluate investments and develop tailor-made investment strategies — always in the interest of your long-term asset accumulation.
Which investments does Format offer?
We offer a wide range of Investments, including equity investments, bonds, absolute return investments, mixed investments and sustainable investments. Depending on the investment profile and objectives, we develop an individual investment strategy — transparent, responsible and focused on the long term. The initial consultation is free of charge and non-binding — contact us today!
What role does transparency play in collaboration with Format?
Transparency is one of our core values. This means that you always understand how your money is invested, what costs are involved and how your strategy is structured. Trust comes from clarity — and that goes without saying with Format.
What do you understand by equity investments?
Equity investments are investments in companies that enable you, as an investor, to benefit from the economic success of these companies. They offer attractive long-term return opportunities, but are also accompanied by fluctuations. At Format, we integrate equity investments into your investment strategy in a targeted and risk-conscious manner.
What does a sustainable investment strategy mean at Format?
Sustainability is not a trend for us, but an integral part of asset management. With sustainable investments, we invest in companies and projects that meet environmental, social and governance (ESG) criteria. This is how you make a positive contribution — without sacrificing returns.
How does format differ from traditional banking advice?
In contrast to many banks, we work without hidden costs and are not exposed to any product sales pressure. We also don't receive any kickbacks or retrocessions. We provide you with personal, long-term and transparent support — with the aim of developing your assets individually and independently. The initial consultation is free of charge and without obligation — contact us today!
How does Format provide investment advice?
Our investment advice starts with a personal initial consultation, in which we analyse your goals, risk tolerance and financial framework in detail. We then develop a strategy tailored to you and assist you in implementing and developing your portfolio. The initial consultation is free of charge and without obligation — contact us today!
How does Format proceed when compiling a portfolio?
Every investment strategy at Format is based on a careful analysis of your financial situation, risk tolerance and personal goals. We combine scientifically based investment principles with many years of market experience — and focus on diversification, quality and sustainability. The result is a tailor-made portfolio that suits you.
How much does asset management cost with Format?
Our cost structure is transparent and fair. Depending on the chosen mandate, we charge a flat administrative fee — without hidden fees or product commissions. That way, you know exactly what you're paying for our service — and for what. The initial consultation is free of charge and without obligation — contact us today!
Format Vermögen & Anlagen AG holds a FINMA license as a wealth & asset manager for collective investment schemes.
