Securities account analysis

You wish to have an independent opinion concerning your current securities account?

We shall be pleased to analyse your risk profile and to reveal the opportunities and risks of your investments.

When carrying out securities account analysis the name of the bank or the wealth manager concerned is not relevant to us. Furthermore we shall be pleased to evaluate anonymised data.

You will receive a better overview of your security account, and in this way have your own opinion confirmed – or not. At all events you will have a solid basis for further investment decisions.

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