We shall assist you in selecting and monitoring wealth managers. In an efficient and comprehensive due diligence process we carry out a qualitative evaluation of the various managers in question together with their investment approach and past performance.
Our network as well as our experience and knowledge of wealth management enable us to provide you with additional information on a wealth manager being considered and his company.
Selecting the right wealth managers for the various investment categories enables us – together with you – to define, implement and monitor a total strategy. Our reporting system enables the various security accounts to be monitored and the accounts to be consolidated. Finally, using the figures obtained, we present your overall wealth development.
You will determine extent, rhythm and the degree of reporting detail.