ANALYSIS

You would like to know how your assets are performing


Our analysis breaks down the achieved results based on your investment/risk profile and investment objective, allowing for a neutral assessment of your wealth management.

We analyse the return, risk and cost of your investments and verify that your portfolio is consistent with your investment/risk profile as well as your investment objective. Using simulations, we will show you how your assets could evolve during market turbulence. Peer group  and benchmark comparisons put results in the right light. From the results of our analysis, we derive concrete recommendations for you.

This service is based on asset statement, agreements with banks and asset managers, your investment/risk profile, your investment objective and any information about other assets.

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YOUR BENEFITS

A status of your invested assets

 

  • Objective assessment of the investment result and the activity of the asset managers
  • Optimisation of investment strategy and organisation
  • Review of the cost structure
  • Quality control of the applied investment instruments
  • Identify the need for action where necessary

YOU RECEIVE

So that you can optimally anchor the investing of your assets

 

  • Transparent presentation of the asset structure
  • Analysis of the portfolio diversification
  • Analysis and evaluation of the investment instruments
    • Quality and usefulness of the implemented products
    • market comparison of investment funds (best-in-class approach)
    • Credit rating of the debt securities
  • Peer group and benchmark comparisons
  • Simulation of the possible asset developments
  • Information about administration fees as well as product and transaction costs
  • Summary with recommendations (Management Summary)
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Steer a safe
course using
our instruments

Overview

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analyse-icon Analysis

You would like to know how your investments are performing.

beratung-icon Consultancy

You would like to achieve sustainable investment success.
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ueberwachung-kontrolle-icon Monitoring and Controlling

You aim for maximum security and the highest possible transparency.
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berichterstattung Reporting

You expect meaningful information about your entire portfolio.
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Family Office Services

You are looking for a partner who specialises in tax arrangements for corporate successions and asset structures, succession and generation management, and provides advice on organising and structuring family offices?
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WE TAKE A LOOK
OVER THE HORIZON
FOR YOU