Free Portfolio Check

If you are currently not sure whether your assets are being managed efficiently and if you are interested in a professional second opinion then contact us and benefit from our free portfolio check!

Contact us for a non-binding appointment and discuss the results of the portfolio analysis with our experienced private client advisors. If your assets are below CHF 300`000 in value then we will charge a lumpsum Fee of CHF600 for our services. The analysis is free for assets above a value of CHF 300`000.

Your benefits

  • Improve the performance of your portfolio: Our team of experts will show you how to improve the net performance of your portfolio through better asset allocation or cost reduction.
  • Reducing risk: We will help you to understand and hence reduce unnecessary risks.
  • Independent second opinion: Benefit from a comprehensive and independent second opinion regarding your investments.

How does the Portfolio-Check work?

  1. Send us information about your investments.
  2. One of our financial specialists will contact you to determine your investment horizon and risk appetite.
  3. Our team of experts will then analyse your portfolio.
  4. We will then inform you about the results of our analysis and explain to you any possibilities to optimize your portfolio.
Contact us!