Investing
Is your asset structure ideally matched to your investment horizon?
Our experts help you to invest profitably in securities, insurance policies, property and investment funds in accordance with your personal objectives and needs.
Our choice of investment takes all relevant factors into account: investment horizon, risk capacity, risk tolerance, personal objectives and your household budget. We always apply the maximum investment horizon, which also makes the investment substantially more secure. We achieve extra security by a consistent policy of investment diversification. We propose insurance investments on the "Best of Class" principle, which means that we carefully compare the best insurers. Where investment funds are concerned, we only recommend proven investment strategies.
Better results with investment funds
With the B+B fund-unit account you can put money into investment funds without paying an initial charge. We largely use index funds in our fund-unit account. Diversification and a long investment horizon are our dominant principles. Index funds are not only attractive because of their low costs, but also because they are transparent, they have clear structures – and their results are better than those of actively-managed funds. In addition, regular sales of units generate an income – and a tax-free income at that.
Make the maximum use of your vested-benefits account
In the long term the interest paid on a vested-benefits account has a major effect on the eventual pension. B+B therefore analyses the performance of vested-benefits accounts and policies. For large sums of money, investing vested benefits direct makes sense. We help you to maximize your investment returns prior to retirement, taking account of your investment horizon and investment strategy. Where vested-benefits policies are concerned we keep the required insurance protection under close observation.