Asset management controlling

Asset management also involves risks. This is why we make sure that your portfolio is managed in accord­ance with the agreed investment guidelines. For this purpose, we analyse the work of external asset man­agers on an independent basis. We check and verify specifications and draw your attention to any adverse developments, as well as opportunities to optimise investments, performance and costs.

What we offer in this area:

  • detailed knowledge of your asset structure
  • information on the relevant investment and product risks entered into
  • investment success achieved in accordance with your requirements
  • investments that are adjusted to your current personal circumstances and risk tolerance
  • custodian bank and asset managers act in your interests at all times
Would you like to know more?

We would be happy to advise you personally and look forward to hearing from you.

T +41 43 268 46