bank zweiplus steps up its activities in Germany and launches a new investment platform

bank zweiplus, the Swiss custodian bank for investment clients of German financial services providers and asset managers, is stepping up its business activities in Germany and expanding its team in that country with the custodian bank experts Roland Donder and Oliver Honigmann. In addition, bank zweiplus is launching the ideal investment platform for long-term wealth accumulation in Switzerland, with Investment Depot ++ Fundstars Plus.


bank zweiplus, a subsidiary of Swiss private bank Bank Sarasin & Co. Ltd., is further expanding its business activities in Germany. The Bank is now strengthening its operations with the custodian bank experts Roland Donder as Head of Sales Germany and Austria, as well as Oliver Honigmann as his deputy. Specially trained Service Teams are at hand, providing support to the distribution partners in Germany and Austria. Roland Donder boasts years of extensive experience in the asset management business at Pioneer Investments and Activest, as well as in positions as Head of Sales at FondsServiceBank and recently as Head of Sales at Fondsdepot Bank. Oliver Honigmann, together with Roland Donder, continued to establish and further forge ahead with the growth of FondsServiceBank. In the wake of its acquisition – first by DAB Bank and subsequently by Fondsdepot Bank – Mr. Honigmann was responsible for providing support to distribution partners as Head of Partner Management.

Fundstars Plus opens the door to diversification of financial centers
bank zweiplus is launching the attractive investment platform Investment Depot ++ Fundstars Plus, which is focused on independent financial advisors and asset managers in Germany aiming to offer their clients the range of products and services of a universal bank in Switzerland. “Particularly amid current market conditions, it makes sense for many investors to deposit part of their assets in an independent economic region in euros or Swiss francs,” declares bank zweiplus CEO Alfred W. Moeckli. With Investment Depot ++ Fundstars Plus, clients reap benefits from the proven Swiss banking tradition, Switzerland’s stability, the highest quality and competence as well as from the diversification of financial centers in their portfolios.

Furthermore, with Investment Depot ++ Fundstars Plus, clients can invest in a flexible fund custody account in Switzerland featuring a large number of first-class investment funds from renowned fund companies authorized for public distribution in Germany. The independent fund platform opens the door to access to investment funds that enable the focus on all bank zweiplus’s fund assets. Clients also have the opportunity with Investment Depot ++ Fundstars Plus to determine the composition of a fund custody account that is tailored to their particular needs at any time, together with their financial advisor. At the same time, clients can choose from among a wealth accumulation plan with monthly deposits starting from EUR 50, a one-time investment starting from EUR 5,000, and a withdrawal plan with regular withdrawals from the accumulated assets starting from EUR 30,000.


Contact
Michaela Alt, Head of Marketing & Communications
T +41 (0)58 059 27 54
michaela.alt@bankzweiplus.ch


Additional information
To order photos, please send an e-mail to
medien@bankzweiplus.ch


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