We support investors with the selection and supervision of wealth managers, brokers and private banks.
If you are looking for a wealth manager or another financial institution to conduct your investments, we will help you to:
- express your requirements exactly
- compare the different offers regarding their implied costs and suitability for your personal objectives
- monitor the implementation of an agreed investment strategy.
In this way, you can avoid that your asset manager or your bank takes too high risks or causes unnecessary expenses.
In addition, we analyse existing wealth management mandates to ascertain whether they really meet your investment needs and are conducted properly.
Are you interested? Then simply send an e-mail to firstname.lastname@example.org