Gain insight with an asset overview
Especially if you are dealing with several banks, it is not easy to keep track of your overall financial situation. Our specialists will support you with a financial overview that is tailored to your needs.
The statement of assets and liabilities of Tareno
A clear and comprehensible statement of assets and liabilities helps you to better understand your financial situation and to assess risks. It also provides information on the historical performance and the current performance of your investments. We take into account both liquid and illiquid assets, regardless of the institution in which they are kept.
Create a detailed overview of your assets according to asset classes, sectors, currencies, maturities and much more
The integration of investments which are usually not listed in the securities directory
A list of your portfolio holdings at different banks
A consolidated overall view of your assets
A basis for assessing your financial situation and analysing opportunities and risks
A tool you can use to plan a new phase in your life or to pass on your assets to the next generation
The possibility of having an asset overview carried out, even without us managing your portfolio
Well prepared with an asset overview
In order to make the right investment decisions, you need to know your status quo. Our specialists will be happy to assist you in finding out.