What are the good investment deals now

Investing responsibly

"Transparent financial investments with Swiss precision"

Basler Financial Services - with clever investment solutions we make you the hero of your customers

Reliability, professionalism, first class service

We have been a reliable partner in the investment business in Germany for over 50 years.

What is our professionalism?
We receive our independent expertise from Baloise Asset Management. With around 60 billion euros, it is one of the 20 largest Swiss asset managers. In this way, our clients benefit from the first-class specialist knowledge of our Swiss investment experts.

This is how you become your clients' investment hero

Successful investment brokerage is easier than you think. Or would you have thought that you can now enter the investment business with § 34 d-Schein? Because we not only offer you products - we also give our partners the right tools for successful customer acquisition.

These are the advantages at a glance:

  • Investment business as an attractive sales area for insurance brokers
  • Qualification as a tipster
  • Personal support and a clear offer
  • A central platform: the InvestmentOptimizer professional (InvO pro)

More time for the essentials - your customers!

With the precision of a Swiss clockwork, we control the processes in the background with our investment platform “InvestmentOptimizer professional”. We use digitization to simplify complexity and regulations. In this way we give you more time for the essentials - your customers!

  • Always up to date, your inventory management is integrated in InvO pro. So you can call up and advise all customer information, contract data and stocks at any time.
  • We offer individual investment solutions from a single source. Simple, clear and digital. From entry-level products to offers for investment professionals, everything is centralized on one platform.
  • Our digital advisory program guides you through the entire process in a secure manner.
  • Administrative support: With InvO pro you can manage and process easily - digitally and in accordance with the latest regulatory requirements.

Would you like to try out the InvO pro once?

Then test the demo version here. You will see: With the right tool, investment advice becomes very easy.

Continuity and stability - make a trusting customer relationship!

That is why personal contact with you is important to us - nobody likes to talk to a stranger when it comes to their customers' money.

Solutions tailored to your needs - tailored to the risk / return expectations of your customers

  • For beginners: constant availability and predictable interest income via overnight and fixed-term deposits
  • For those looking for comfort: professional asset management even with small amounts and with continuous monitoring of the investments

  • For those who make their own decisions: independent fund selection and individual investment options in funds or portfolios

We give you the information your client needs to make a good investment decision. It is particularly important not to focus on in-house products.

Conquer the attractive sales field 'Investment'

Our digital solutions give you exclusive access to individual investment opportunities to expand your customer base, generate sales and retain your customers.

  • Get exclusive access to attractive fixed-term and overnight deposits.
  • Have your assets managed conveniently and transparently - with our digital asset management.
  • 3. Independent fund selection
    Tailor-made investment solutions and a wide range of funds and ETFs.

More knowledge - our webinars

Get more information about our investment platform and our products with our webinars

We are here for you. Very personal.

We are your contact and put your interests first. In this way we offer you the basis for your sales success.

Andreas Michalsky

Senior Sales Manager
Investment funds

»I have been our clients' partner for over 20 years when it comes to asset accumulation. «

Write to me

Renata Reuter

Senior Sales Manager
Investment funds

»I work with heart and mind. We find a good solution for every request. «

Write to me

Our partners

We work with experienced and reliable custody / asset management companies

  • Baloise Asset Management is firmly anchored in the Swiss pension market. 80 investment professionals manage around 50 billion euros here under one roof.
  • The DWS Group (DWS) is one of the world's leading asset managers. The company has stood for stability and innovation for over 60 years.
  • The European Bank for Financial Services GmbH (ebase) is one of the leading B2B direct banks with over 65 years of experience in custody account management.
For Basler Financial Services, the top priority in the investment strategy is to generate the highest possible and sustainable result. Within this goal, the principles of responsible investing are integrated into our investment process.

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