Beyond
speculation
Liquid investments Individual strategies and professional partners
Nowadays, an explanation of liquid asset classes is hardly necessary. Stocks, bonds, and commodities have long been the best-known assets - the classics - in an ever-expanding investment universe.
Finding the best investment solutions is often difficult for investors given the vast number of offers. The differences in quality are enormous, because developing a long-term successful investment strategy in the area of liquid asset classes for individual investors presents its own unique challenges.
Thanks to our decades of capital market experience and our family officers, FINVIA is a strong, independent partner to help you plan your individual investment strategy . We support you with excellent advice and exclusive access to benefit as much as possible from liquid investments - across all market cycles.
1
daily reporting
for maximum transparency
More
Security
through precise capital market simulation
To
100%
Individually
tailored to your investment strategy
1.
classy network
and access to renowned providers
"Selecting investment solutions based on past performance is like driving a car while only looking in the rearview mirror—it won’t end well. Just as looking ahead is essential for a safe journey when driving, selecting investment solutions must be future-oriented—and that’s what FINVIA stands for."
Reinhard Panse,
Chief Investment Officer
Liquid investments
FINVIA wealth management
our DNA for your success
Our intelligent ETF strategies are the result of decades of capital market expertise and offer cost-effective solutions for various goals and needs.
Through the continuous analysis of capital market cycles and return expectations as well as extensive social, economic and political insights, we manage your strategic equity quota and continuously optimize positioning within the individual asset classes.
By planning for the long term rather than speculating in the short term, we ensure that your wealth always develops in the best possible way.
Liquid investments
External wealth managers
the right partners for your goals
Through the FINVIA network, you have access to renowned external wealth managers vetted by us Our excellent industry knowledge and close contacts will help you find the right fit for you and your goals – and at the best possible conditions.
Contemporary, paperless, highly secure and completely uncomplicated
With FINVIA you benefit from the holistic, efficient and independent support of your wealth as well as their complete transparency thanks to the latest technology.
With our specially developed digital ecosystem, you receive all data about your assets not only on a daily basis, but also from any location: whether as an app in your pocket or conveniently on your PC - we provide you with everything you need to know, perfectly prepared and embedded in an intuitive interface.
Even subscribing to exclusive funds from curated managers in our network is no longer a problem via our FINVIA Investment Platform.
FINVIA Masterclass
Liquid investments: From stocks to bonds, commodities and money market
Portfolio optimization through liquid investments
Liquid investments are at the heart of modern investment strategies. But before you as an investor choose certain allocations, you should know what is important. What warning signals should you pay attention to and how do you find the best offers? All of these questions will be answered in our exclusive master class by Prof. Dr. Demir Bektić.
View Masterclass
