Free Portfolio Analysis
A Clear Look at Your Existing Portfolio
Marketing communication. No guarantee of returns or capital. Risks: market, interest rate, price, default and, where applicable, currency risks. Past performance is not a reliable indicator.
How Things Really Stand Today and Where You Can Optimise
- View your portfolio from the outside
- Review risks, fees and alignment
- Include tax and credit quality considerations
- Replace assumptions with insights
- Understand your portfolio and manage it more consciously
You Can See Your Portfolio. But Can You Also See Risks, Costs and Focus Areas?
Many portfolios have developed over the years.
Different advisors have contributed, banks, and perhaps your own investment ideas have also been added.
On paper, everything is neatly listed. And yet, crucial questions often remain unanswered.
Risk Expectations?
Is your investment structured so that it still matches your risk expectations?
Fees?
Are you possibly paying more fees than would be necessary for the performance and development offered?
Allocation?
Are certain asset classes, issuers or currencies disproportionately represented, thereby unnecessarily increasing risk?
Especially when various products and strategies have accumulated, the sober overall view is often missing.
How does my portfolio really stand today and where is there room for improvement?
Why Many Portfolios Look Different Than Their Owners Expect
The fact that a portfolio becomes confusing over time is not an isolated case, but rather the norm.
Some providers tend to favour their own in-house products above all.
Possible consequence:
Diversification of the overall portfolio and cost optimisation are not the main focus.
In phases of low interest rates or uncertain economic conditions, decisions were often made under time pressure.
Possible consequence:
Short-term decisions do not always fit into an overarching concept.
Currency risks often only come into focus when exchange rates have already fluctuated.
Possible consequence:
An investment that appeared solid at first glance can develop a completely different risk profile than originally expected.
If your portfolio is important to you but you find it hard to assess its performance, you are not alone.
That is why we developed the portfolio analysis.
Your Personal Overview Through the Portfolio Analysis
With the free portfolio analysis, you receive a structured, external assessment. The aim of the analysis is not to evaluate individual positions in isolation, but to assess the overall picture. As part of the confidential portfolio analysis, we primarily examine the following factors.
We summarise the results for you in a clear report that you can use as a basis for further decisions.
Confidentiality Comes First
For a well-founded analysis, we need copies of your current portfolio statement. The evaluation is conducted confidentially and we guarantee you the highest level of discretion and anonymity. The portfolio analysis is free of charge and without obligation. You then decide for yourself whether and which steps to take.
Important Notice
The portfolio analysis serves to make the opportunities and risks of your existing portfolio visible and to identify possible optimisation approaches. It does not replace personal investment advice or a recommendation to buy or sell specific securities. Whether specific changes suit your individual situation must be assessed in a separate consultation.
The Good Feeling of Replacing Assumptions with Insights
With the free portfolio analysis, you do not change your portfolio at the push of a button. Nor would that be advisable.
But you change the basis on which you make decisions.
With the insights you gain, conversations with your bank, your wealth manager or with Genève Invest become more focused.
You no longer just talk about products, but about a portfolio structure that reflects your life plan.
This gives you a professional foundation on which you can plan your next steps more consciously.
Free to invest your wealth the way you envision.
A Portfolio You Understand Is One You Can Manage More Consciously
The advantage of a free portfolio analysis is that you develop a clearer understanding of the characteristics of your portfolio. This allows you to manage further investments much better. And this can have a positive effect.
We cannot guarantee you specific results or returns with the portfolio analysis. What we can offer is a well-founded external perspective that helps you identify unnecessary risks and excessive costs.
- If you wish, send us your current portfolio statement
- You will then receive a free and non-binding evaluation
- And if you wish, we will discuss it together
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