Head of Pension & Wealth advisory
Mangold Private Banking
At Mangold, we have many years of expertise in investment decisions,
pension issues, risk and security solutions.
As a Mangold customer, you receive a personal advisor who analyzes, advises, and provides ongoing communication regarding strategies, portfolio allocations, and individual securities. Here are our services!
Before we begin providing advice to you, we prefer to find out what is most important to you and what your goals for the future are. In order to offer relevant advice, we need to get to know you and understand your situation. Knowledge and care for our clients form the foundation of our capital advisory.
Based on that, we then develop a plan and strategy on which our advice builds upon. Ongoing dialogue is important to us, and you, as the client, can choose the level of engagement.
Mangold Private Banking can offer the same management opportunities for your occupational pension, capital insurance, and pension insurance as for your private wealth. Our insurance solution provides all forms of management – stocks, unlisted shares, funds, ETFs, and bonds – regardless of risk profile and investment horizon. For businesses and owners, we have insurance packages with occupational pension solutions, policy drafting, and individual advice for employees.
For private individuals, we offer capital insurance and advice on the overall insurance picture. Mangold’s pension and insurance specialists clarify concepts, provide a comprehensive overview, and ensure that the solutions provide you with the future and security you desire.
Our depot solution offers an open and flexible architecture. The selection includes, among other things, over 4000 funds, stocks, and derivatives from all European and North American stock exchanges, as well as bonds and more. You trade at the regular price list and also have the opportunity to add services and extra features based on your needs.
In tax advisory, we assist with everything from simpler declaration issues to capital taxation or if you were to move abroad. We collaborate with auditing and law firms to ensure that we can always offer you the expertise that your situation requires.
For us at Mangold, capital advisory is about the whole picture. Therefore, it is natural for us to also assist with aspects that usually do not take center stage in discussions about personal wealth management but can become equally crucial in certain cases.
We assist you with family legal matters, either through in-house expertise or external resources. This includes everything from cohabitation agreements to prenuptial agreements, inheritance issues, gift-related matters, and all their closely related areas.
The current status of your life insurance, accident insurance, health insurance, and medical insurance is also taken into consideration. Many believe they have these well-organized through their employer supplemented by a private solution, but unfortunately, that is often not the case.
Through our review, you gain an overview and a clear picture of what happens if the unthinkable occurs. You receive assistance if something needs improvement or addition, but above all, we ensure that your security solutions are right based on your specific needs.
Our management offers discretionary mandates instead of funds. This provides us with excellent flexibility as the management is not locked into a fund structure, allowing trading to take place in directly owned securities. We can also be agile and capitalize on trends or investment opportunities as they arise.
You get a personal advisor who analyse, advise and provide ongoing communication regarding strategies, portfolio allocations and individual securities.
If you want to know more about how we can assist you, don’t hesitate to get in touch
The goal with Wealth Advisory is to make a difference. Fill out the form and send, and we will contact you!