AWD Group:
Central and Eastern Europe
Switzerland
Great Britain
Group parent company
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An overview of the AWD Group

The AWD Group stands for holistic financial advice and planning and is one of the leading financial services providers in Europe. Our analysis of customer data uncovers pension and security shortfalls and includes liquidity prognoses, pension provision checks and the presentation of security relating to illness and incapacity to work.


An overview of the AWD Group:

Our customers: Number of customers advised

Our customers are currently being faced with increasing pension shortfalls and, at the same time, a product landscape which is becoming ever more complex. The variety of product providers and product variations in a market environment characterised by a wealth of legal reforms makes transparency of alternatives in security and pension provision considerably difficult for private customers. As a result, customers put their trust in the expertise and the many years of experience of a renowned provider of finance services. Customer and advisor select the optimum solution together from a comprehensive product portfolio – which is what we call Best Select.

Our advisors: Extra advisory capacity developed

Our advisors accompany our customers with holistic, individual financial planning. They are experts in Best Select product selection and follow the unique AWD advisory concept. For their customers, our advisors reduce the complexity of their pension provisions, create transparency and highlight individually-tailored solutions. Customer proximity is a matter of course for us. Our advisors provide customers with personalised comprehensive advisory services on a face-to-face basis – whenever and wherever the customer desires.
  • Number of advisors in 2010: 5,292

Our Results: Turnover and EBIT

For over 20 years, our company has been successful in the growth market of private old-age pensions. The consulting focuses of the AWD Group remain the provision of hedge fund and old-age pension products, and the long-term growth of assets. For 2010, AWD fully met its targets, and thus laid the foundations for solid profitability.
  • 2010 turnover: 547.0 million Euros
  • 2010 EBIT: 49.1 million Euros
“Our advisors: strengthening consultation capacities”
Our customers: together with the advisor for the best solution