Should you make changes to your wealth management?
Is your investment portfolio still well positioned and how does it compare to other offers? At the beginning of the year we offer the special audit report, with which you can easily answer both.
The investment year 2019 goes down in history as one of the most successful. The returns on almost all portfolios were in the high single or double digits. A good time to check whether the portfolio is well positioned for the future.
With an audit report (example aside) we can help you catch two birds at once. On the one hand, you receive a neutral assessment of your portfolio. On the other hand, we show you concrete alternative offers to your existing portfolio. So you know where there is a need for action and have any alternatives at hand.
Order a non-binding offer here or call us directly via +41 (0)43 299 22 22.