Portfolio Check for your invest­ment success

How well-positioned is your portfolio right now? What hidden costs are lurking in your portfolio? Does your invest­ment strategy align with your life and your goals? We’ll find out for you with a profes­sional, indepen­dent portfolio analysis.
Request deposit check now
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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

A profes­sional struc­tural analysis of your portfolio in terms of risk, diver­si­fi­ca­tion, liqui­dity, alloca­tion and costs
Indepen­dent recom­men­da­tions for optimi­zing asset manage­ment

Your benefits

An overall view of your portfolio
A profes­sional evalua­tion as input for a struc­tural portfolio impro­ve­ment
A more detailed explana­tion of the analysis in a personal meeting

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.

CASE STUDY: DEPOT­CHECK

Are you intere­sted in a portfolio analysis?

Contact us to find out whether your portfolio needs impro­ve­ment.

REQUEST DEPOSIT CHECK NOW