Portfolio Monitoring: Check the half-year results

06.08.2019

An almost incredible first half of the year is behind us. Yields on all portfolios are outrageously high (see table). Has your asset manager benefited enough from the good circumstances? With ZWEI Wealth you conduct a control yourself or order a respective report.

ZWEI Wealth gives you different ways to make sure your wealth manager has worked well:

  • Order an audit report here
  • Create your own portfolio benchmark: here (free – link in German only)
  • Compare your returns with standard benchmarks: here (free, username: 1045, password: ZWEIinsights)

Links