Working together for your carefree tomorrow.

Martin Vikoler
your wealth management specialist

We provide guidance and advice to help you reach your life goals.

Whether you have dreams or goals: A future requires planning! That means defining the correct time frame, calculating costs, weighing up potential strategies and much more. With our professional training, years of experience in the finance sector and collaboration with a partner such as Banca Generali, we will help you devise a custom-tailored solution and show you ways to reach your goal.
In partnership with

Professional all-round support

Our services for your future

Asset management
Advice on all modern forms of investment for all asset categories with the aim of securing or growing your assets.
Trading
Direct access to the capital market and various product categories such as stocks, obligations, ETFs and CFDs using the online trading platform BG Saxo.
Pension planning
Analysing your current pension status and devising a customised supplementary pension plan.
Financing
For direct clients and business clients, real estate financing, Lombard credit for short-term liquidity needs.
Transfer of assets
We will help transfer your assets post mortem in a fiscally efficient manner. This will allow you to financially protect yourself and your loved ones for the long term.

Step by step

The right solution for your personal assets

For new clients
We will provide advice and help you select the investment type that is right for you, so that you can look forward to the future without a worry.
1
Defining your risk profile

We will sit down with you to develop a customised risk profile that matches your experience and knowledge in the field of investment.

2
Setting your goals

You define your financial goals.

3
Finding solutions together

Based on the information we collected and the analyses we performed, we will present you with customised solutions designed to help you reach your personal goals.

For existing clients
With us, your investments are in good hands – today and in future. We have an overview of the current state of the finance sector and will keep you informed on the latest developments.
1
Selecting a service package


You get to choose the level of service you wish to receive, for example by answering the following questions: How often should we contact you? Which technical tools would you like to use?

2
Regular checks

We will take on the task of regularly checking your financial goals. One of the tools we use for this purpose is Robo Advisory to detect signals of when to enter or exit financial markets.

3
Additional services to optimise your portfolio

Our range of services also includes checking the securities you hold with third-party banks. You can also trust us to examine your entire asset portfolio and calculate the consequences of inheritance.

1
Defining your risk profile

We will sit down with you to develop a customised risk profile that matches your experience and knowledge in the field of investment.

2
Setting your goals

You define your financial goals.

3
Finding solutions together

Based on the information we collected and the analyses we performed, we will present you with customised solutions designed to help you reach your personal goals.

Clients who benefited from our services

Our work is based on reliability, transparency and expertise, which are fundamental traits when dealing with our clients’ assets.

As a wealth manager, Mr Vikoler met our needs in a quick, reliable and targeted manner. The Profanter Agency even offers digital solutions, such as digital signatures and a very good banking app.”

Helmut M., lead engineer, Brunico

“The Profanter Agency has been advising me for 30 years. I very much appreciate the fact that Mr Martin Vikoler and Dr Stefan Schieder provide advice in a friendly, competent and, most of all, honest manner, and are always ready with expert answers to any questions I have.”

Monika P. S., tour escort, Bolzano

“I have been working with wealth manager Martin Vikoler for many years now. He is very reliable and competent.”

Erich Karbon, electrician, Castelrotto

Want to find out more?

Get in touch with us. We will gladly discuss our entire service portfolio with you.

If you wish to discuss your real estate needs with us, please get in touch with us using this form. We look forward to hearing from you!

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