European Asset Allocation
Private Client Services
We work with private financial institutions to help you plan and coordinate asset allocation in Europe as part of your international wealth management.
🏠 Services tailored to private clients: We help you consider European assets within your wider investment portfolio, taking your objectives and circumstances into account.
🏦 Private banking in Switzerland and Liechtenstein: We can assist with private-banking arrangements in coordination with the relevant institutions.
🔒 Privacy and security: We place importance on the confidentiality of client information and on considering diversification as part of investment planning.
📈 Diversified asset allocation: Depending on your goals and risk profile, we help coordinate access to property, investment funds, bonds and other investment opportunities through the relevant partners.
Contact us to discuss an approach suited to your circumstances and long-term objectives.
Planning Your Asset Allocation
We work with European banks, including private banks in Switzerland and Liechtenstein, as well as German lawyers and tax advisers, to support cross-border investment planning around your individual requirements.
Property investment
German property can form part of a diversified asset allocation strategy. We help you consider purchase requirements, ongoing ownership costs, rental prospects and the conditions that may apply when you sell.
For privately held property, a sale after more than ten years may fall outside German private-sale income tax rules, subject to the individual circumstances and applicable provisions. This is not a blanket tax exemption for every property transaction.
Financial instruments
Through our private-banking contacts, we can help you explore access to shares, bonds, investment funds and other financial instruments. The selection of instruments and the structure of a portfolio depend on your objectives and risk tolerance.
Funds transfers and privacy
We help coordinate cross-border transfers with the relevant institutions, with attention to privacy and the applicable requirements.
Tax planning
We coordinate with qualified advisers on the tax aspects of German assets and the relevant requirements, with a view to appropriate structuring for your circumstances.
Tell us about your plans using the form below
or contact our key account manager directly
- Yulin Zhou
- General Manager, Key Accounts
- +49(0) 176 3468 2014
- yulin.zhou@desh-realestate.com
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Explore the potential return on German property
Would you like to estimate the return from buying, holding and eventually selling a property? Our existing property return calculator can help you explore a scenario based on the figures and assumptions you enter.
The result is an estimate, not a minimum or guaranteed return. Purchase requirements, ownership costs and the tax treatment of a later sale depend on the property and your circumstances.