Portfolio Check for your investment success
Here’s how we do a portfolio analysis
First of all, we check whether your custody account is sufficiently diversified or whether you are exposed to unnecessary risks. We also take a close look at the fees for transactions or other costs. Moreover, we clarify whether your securities are being stored correctly and whether they are actually providing the desired benefit. Over and above all this, we always bear in mind that your portfolio should fit your personal strategy and cover your needs.
Our services
Your benefits
Find out more about the performance of your portfolio
We analyse the current status of your portfolio independently and carefully. Hereinafter, we explain you the results in a personal meeting. If the total value of your portfolio amounts to more than CHF 1 million we gladly offer you its analysis free of charge. Arrange an appointment without obligation with our expert advisors today.
Who needs a portfolio check?
- Inheritance: You have inherited a portfolio and would like to have its structure, risk, and suitability reviewed.
- Multiple accounts with different providers: If you have accounts and portfolios with several banks or asset managers, it is easy to lose track of them all. In such cases, we also recommend a consolidated asset overview.
- Long-term investors without adjustments: Portfolios that have remained unchanged for years should be reviewed, particularly in relation to the current market and life situation.
- Changing investment needs: Whether you are retiring, buying or selling real estate, it is always worth reassessing your investment strategy when your circumstances change.
- Tax optimization: You want to ensure that your investment is structured efficiently from a tax perspective.
- Dissatisfaction with performance: Many clients contact us because they feel that “there should be more” or “I feel like I’m paying too much.” The desire for an independent second opinion is often the trigger for an initial consultation.
Are you interested in a portfolio analysis?
Contact us to find out whether your portfolio needs improvement.