Portfolio analysis as the basis for your investment success

Especially in periods of great uncertainty, customised support in investment matters is of utmost importance. The first step is a comprehensive portfolio analysis.

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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.

Are you interested in a portfolio analysis?

Contact us to find out whether your portfolio needs improvement.

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