Custody service

DepotLux - the made-to-measure custody service from Baumann & Partners

With DepotLux, Baumann & Partners offers its clients a dedicated depot service as part of fund-based asset management. DepotLux can be used to store your assets in a particularly cost-effective manner and offers a full range of services of a modern and transparent custody account.

The main features of DepotLux at a glance.

DepotLux offers further individual benefits

DepotLux is ideal for investors who pursue a longer-term wealth-building strategy. This is why it was conceived as a custody account for life, which can be flexibly adapted to your needs and goals at any time. The advantages of a fund-based asset management are optimally combined with the flexibility of a highly efficient investment account.

  • Individual investment strategies for each investment objective
  • Process management - free of charge and optional
  • Free reinvestment option
  • Loyalty bonus/ discount
  • State funding - state-supported savings schemes
  • DepotLux for children

Find out more about the individual advantages of DepotLux.

Overview and transparency associated with a personal mailbox

Any information related to the performance of your assets will be made available to you free of charge, in your personal electronic mailbox, the so-called Doku-Box. Alternatively, you can also receive all your custody account statements and reports by post.

Get a detailed overview of the content of your personal Doku-Box.