Private Scandinavian Sparkasse | PSS Trust | Holistic Solution | Relationship Manager

Helping You Make Sense of Your Money

Offering private or institutional clients with
holistic strategies that can develop investment
portfolios and increase assets is what we live
for. We endow our clients the preference to customize their asset allocation, portfolio, and
balancing, as we guide you in reaching your
goals.

Providing for Your Family

We care for you with the financial security
needed to start, grow, and look after a family.
Our investment funds and personal saving plans provide dependable financial growth to support you now and in the future, regardless of what happens.

Guarding Your Business

We offer a broad product range, from property, liability, automobile, workers' compensation, business interruption, extended warranty to all risk, and industry-specific packages to all sizes of companies.

Bringing Your Passions to Life

Serving in capacity matched by private foundations, trusts and endowments, our philanthropic services and solutions help you customize your asset allocation so that we can help you to align and achieve your financial and charitable objectives.

Our Approach

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Overview

Identifying Your Needs
With Relationship
Managers

Providing In-Depth
Analysis

Devising a Strategy
Suited to Your
Lifestyle

Constant
Monitoring

It All Starts with You. What Your Needs Are, How You Want to Live Your Life, and What's Important to You.

We aim to meet your needs by understanding your priorities and placing them at the heart of your personal wealth management strategy. Our solutions encompass the full range of asset classes and we seek to offer a complete spectrum of solutions. Our solutions also provide the capabilities and resources needed to carry out the investment strategy or combination of strategies that it believes is appropriate to meet your needs.

Our holistic solution-based approach provides clients with innovative investment strategies that are intended to develop long-term partnerships with our clients based on mutual trust. Collaboration and partnership with our dedicated relationship managers provide intelligence and sourcing, and helps us address complex client needs using a global integrated model. The range of investment solutions provided by asset management offers clients both scope and scale for achieving their strategic objectives.

Relationship Managers Who Identify with Your Needs

With their long-term experience in the business, our relationship managers are able to translate your personal priorities into practical financial goals. They can then develop individual investment strategies to help you realize these goals. Their high quality personal service is backed up by the access they provide to the global resources of PSS Trust.

Keeping Your Objectives in Constant Focus

The relationship manager's appreciation of your needs begins with an in-depth analysis of your present situation and your ongoing priorities. This analysis serves as the starting point from which we develop your personal wealth management strategy. Once this is implemented, constant monitoring allows us to make any adjustments to your portfolio indicated by changing market conditions or by changes in your personal circumstances.