Your exclusive portfolio check with your wealth advisor
In this no-obligation conversation, we clarify:
- How your existing portfolios and strategies work together
- Whether unnecessary costs or risks have accumulated across different providers
- Whether your overall allocation across different assets fits your goals
Does your wealth structure fit your goals?
Your call money at quirion already works soundly for you. But many of our more than 100,000 customers with larger reserves benefit particularly from a strategic second lever: the overall view of your investments.
An example from practice
Many investors deliberately separate between:
- a safety buffer (e.g. call money)
- long-term invested capital
The idea is simple — but effective:
One part stays invested short-term. The other part is invested strategically — broadly diversified and aligned with your goals. How this split is best structured in your case can only be assessed in the overall context of your investments — ideally in a no-obligation appointment with our wealth advisor.
quirion & Quirin Privatbank:
One team for your investment
quirion stands for digital, low-cost investing.
Behind it stands Quirin Privatbank — a bank that for many years has specialised in independent, commission-free and scientifically grounded asset management .
Your online consultation is conducted by experts from Quirin Privatbank — and is the logical next step from your existing call-money account at quirion.
What this means for you:
- No commissions
- No hidden kickbacks
- A clear, transparent fee structure
- Advice solely in your interest
What you take away from the portfolio check
- Clarity about your current wealth structure
- An assessment of opportunities and risks
- Transparency about the costs and interplay of your investments
- Goal-oriented development of your investment strategy
- Everything from a single source — tailored to your overall wealth
This is how straightforward your
online consultation
Choose an appointment
You choose a suitable appointment online. Video or phone — exactly as you prefer.
Prepare briefly
A rough overview of your assets is enough. Nothing more is needed.
Personal conversation
We talk about your goals, your risk appetite and the optimal split between security and return.
Your personal proposal
You receive a clear, structured recommendation.
You decide at your leisure — with no obligation.
Even more questions? Fire away!
Does the online consultation cost me anything?
What happens to my existing call-money account at quirion?
Do I have to invest all my money?
Do I need prior knowledge of investing or securities?
Is Quirin Privatbank independent?
