Berenberg Wealth Management 4+

Your assets at a glance

Joh. Berenberg Gossler & Co. KG

Designed for iPhone

    • Free

Description

The Berenberg Wealth Management App offers you convenient, easy and secure access to your Berenberg accounts anytime, anywhere.



Rely on state-of-the-art technologies to protect your personal data and use your biometric features to access the Wealth Management Portal App. By activating the "Hide Values" function, you can hide the absolute values of your investments to ensure that you are protected from prying eyes in public.


Once authenticated, using TouchID or FaceID, the portal offers the following features:

- Overview of your assets and performance
- Allocations
- Positions
- Transactions
- Valuation
- Account information
- Payments
- Postbox and digital signature
- Profile settings
- Your contact person at Berenberg



Overview of your assets and portfolios:
Providing you with insight into key information on your investments with Berenberg. View performance over various periods and analyse the distribution of your assets across asset classes. Use the position and transaction views to follow individual securities.


Payments:
Make transfers easily and conveniently as Euro or Non-Euro payment.


Information on your accounts:
The "Accounts" menu provides information on the balances and transactions on your accounts.


Postbox and digital signature:
Use filters to quickly search for important documents and our easy & secure approach to digitally sign documents


Your contact at Berenberg:
Under "Account details and settings" find the contact details of your Relationship Manager at Berenberg.


To find out more about Berenberg and the services we offer, please visit www.berenberg.com.


Requirements for App use:
Agreement with Berenberg for the use of the Wealth Management Portal and internet connection.

What’s New

Version 2.11.1

We have made technical improvements.

App Privacy

The developer, Joh. Berenberg Gossler & Co. KG, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Financial Info
  • Contact Info
  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • User Content
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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