MONITORING & WEALTH CONSOLIDATION
Measuring, analysing and evaluating the activities of your investment managers is crucial to make informed decisions. We collate relevant information on your entire wealth in a customised consolidation report.
A systematic assessment of criteria like risk-adjusted returns, costs and the alignment of the investments to your values and goals brings clarity about your financial affairs. With our macroeconomic and financial market expertise, we support you in adjusting your strategy and investments where needed.