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Personal inquiry

Asset analysis

Asset analysis

The analysis of your investments

How are your investments structured today when it comes to risks, investment strategy, diversification, type of investment product, currency risks, fees (fees outstanding, product fees, hidden costs) and taxes?

We identify what risks you face and are happy to consolidate various safekeeping accounts to get a clearer picture of things. We follow this up by supporting you with proposals, and chances for adapting your investments where a change is necessary.