Global approach
Some banks have a tendency to prefer their own products, without considering the diversification of the portfolio or optimising the costs that will be incurred. The result is an investment that could have been safe but now is risky, and the fees charged are far too high when compared against the service received and the returns due.
When investing capital, it is of primary importance that the wishes of the client are met. At this current juncture, we advise that you exercise caution, comply with certain rules (high diversification) and also remain vigilant with regard to currencies and any associated investments.
We will gladly look over a portfolio that you are managing yourself, or one that you have commissioned a bank or asset management firm to manage on your behalf. We will provide you with the results of this analysis risk-free and without charge.
Our free analysis covers the following areas:
- Analyse der Depotstruktur
- Creditworthiness analysis
- Tax optimisation
- Suggestions for lowering costs
- Suggestions for increasing performance
We will require copies of your current deposit statement in order to create a detailed portfolio analysis. Discretion and anonymity are assured in every case.
