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Jane Smith - The bank customer

Jane Smith received a large inheritance many years ago. She had it managed by a cantonal bank. Four years ago, she reorganised her wealth management with her own wealth office.

Result

  • Mandates that better meet her needs for distribution and growth
  • Her mandate with the cantonal bank achieved returns that were 1-2 percentage points behind the benchmark every year. In the first three years, both new mandates achieved a return that was on average 1.2 percentage points above the market average
  • Total costs fell by 56% per year
  • She now spends significantly less time on asset management

Weitere Fallbeispiele

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CH–8002 Zurich

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