Is my portfolio performance sufficient and is it possible to improve it?
We independently examine the current efficiency of your portfolio compared to others and benchmarks.
We discuss the observations with you, and where need be, we make you aware of the necessary adjustments and areas of improvement.
Your portfolio statement usually contains all the information necessary for such a performance check. Based on this information, we conduct an analysis and summarise the findings in a report.
Possible increase of your performance by 50-80%, with the same risk level.
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