Our added value
Decision making tools and dedicated team
Review of reports; reviewing market performances and seeing how client portfolios fit into that.
Direction on what to focus on when dealing directly with banks/asset managers
Non-financial assets can (at the clients request) be integrated in the portfolio to give an overall picture of the clients wealth
Review of reports; reviewing market performances and seeing how client portfolios fit into that.
Direction on what to focus on when dealing directly with banks/asset managers
Non-financial assets can (at the clients request) be integrated in the portfolio to give an overall picture of the clients wealth
A complete audit of all transactions to ensure fair practice (prices in line with market / no uncalled for layers of fees etc)
Our clients can have on-line access to their portfolios and view or retrieve a large variety of reports (for example consolidated at the portfolio level, by custodian or at the asset class level)
No money is received from banks for recommending their products = no conflict of interest.
Our clients can have on-line access to their portfolios and view or retrieve a large variety of reports (for example consolidated at the portfolio level, by custodian or at the asset class level)
No money is received from banks for recommending their products = no conflict of interest.
Typical questions answered
Where do I stand today ?
Is my portfolio in line with what was decided in term of asset, currency, regional focus, industry, etc ?
How was the performance of my assets over a certain period ?
How was the performance of my assets in comparison with benchmarks/portfolio models?
How was my risk return tradeoff Am I getting paid for the risk taken ?
Is my portfolio in line with what was decided in term of asset, currency, regional focus, industry, etc ?
How was the performance of my assets over a certain period ?
How was the performance of my assets in comparison with benchmarks/portfolio models?
How was my risk return tradeoff Am I getting paid for the risk taken ?
Illustrations / Examples
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