Portfolio Check for your invest­ment success

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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

Our invest­ment advisors and invest­ment consul­tants

Are you looking for someone who will manage your assets exactly the way you want and support you in all matters? Then you’ve come to the right place, because this applies to all our invest­ment advisors. And the best thing about it: with us, you decide for yourself who you want at your side.

Pascal Vögtli
Pascal Vögtli
Partner, Senior Relationship Manager
+41 61 282 28 00 E-Mail Book an appointment
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Aylin Lorenzen
Aylin Lorenzen
Partner, Relationship Manager, Financial Planner
+41 61 282 28 00 E-Mail Book an appointment
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Francesco Tanga
Francesco Tanga
Partner, Senior Relationship Manager
+41 44 283 28 53 E-Mail Book an appointment
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