DepotLux - the made-to-measure custody service from Baumann & Partners
With DepotLux, Baumann & Partners offers its clients a dedicated depot service as part of fund-based asset management. DepotLux can be used to store your assets in a particularly cost-effective manner and offers a full range of services of a modern and transparent custody account.
The main features of DepotLux at a glance.
DepotLux offers further individual benefits
DepotLux is ideal for investors who pursue a longer-term wealth-building strategy. This is why it was conceived as a custody account for life, which can be flexibly adapted to your needs and goals at any time. The advantages of a fund-based asset management are optimally combined with the flexibility of a highly efficient investment account.
- Individual investment strategies for each investment objective
- Process management - free of charge and optional
- Free reinvestment option
- Loyalty bonus/ discount
- State funding - state-supported savings schemes
- DepotLux for children
Find out more about the individual advantages of DepotLux.
Overview and transparency associated with a personal mailbox
Any information related to the performance of your assets will be made available to you free of charge, in your personal electronic mailbox, the so-called Doku-Box. Alternatively, you can also receive all your custody account statements and reports by post.
Get a detailed overview of the content of your personal Doku-Box.
Fund-based asset management
Depending on your investment objectives, we offer the opportunity to invest in an investment strategy which has been specifically tailored to your individual requirements. This investment concept is ideal for investors who prefer life-long investment concepts, which do not require the investor to have previous investment experience. This is because you will benefit from the long-standing expertise of our expert teams over the entire investment horizon.
Why does fund-based asset management make sense?
You should take advantage of our expertise in order to ensure that your assets always generate the highest possible returns. Baumann & Partners will adapt your portfolio to changes in the capital markets automatically and on an ongoing basis. As the following chart demonstrates, the performance of the different asset classes and markets can differ over time.
As an investor in a fund managed by Baumann & Partners, you can benefit from the in-depth knowledge of our expert teams. We use structured and proven selection processes to make the best possible investment decisions on your behalf.
For example, we routinely analyse over 10,000 investment funds from more than 60 different asset classes. In the composition of your portfolio, we pay particular attention to achieving a reasonable balance between risk and return and thus diversifying your assets as much as possible. Our main aim is to deliver the highest possible returns at any given time through informed investment decisions.
To manage your assets as effectively as possible, we have set up a custody service tailored to your individual needs. This offers you numerous other advantages.
Further information is available in the portfolio area.