Portfolio-check and Regular Investment Advice

Portfolio-check and Regular Investment Advice

PORTFOLIO-CHECK: GET A SECOND OPINION

 

This service aims investors who want to make sure that their assets are being managed optimally. In this case, BGE Finance offers them a professional second opinion
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You can choose between a punctual advice and a monitoring mandate, depending on your needs.

Do you want to keep on managing your investments directly? In that case we can assist you to establish the correct investment profile, to select the right assets and/or to develop an appropriate asset allocation.

 

ADVANTAGES OF THE PORTFOLIO-CHECK

The advantages of this service are clear:

  • Independent second opinion to the invested assets.
  • Better performance thanks to regular monitoring of the portfolio
  • Avoid negligence by the portfolio manager on charge.
  • Avoid unnecessary risks and costs in the portfolio

This service is free for our current and future customers.

 

WHY TO DECIDE TO DO A PORTFOLIO-CHECK

Do you have the feeling that your investment portfolio is not having a good diversification of the products? Is the risk to high? Do you have too many products of your custodian bank? Thanks to our long experience in the financial markets, BGE Finance offers you a professional analysis of your investments.

Thanks to this service you will be sure again, that your current investment strategy is the most suitable for your needs.

 

SIX STEPS TO AN EFFECTIVE PORTFOLIO-CHECK

To analyze a portfolio we look at its structure, the diversification of the investments, the financial products and its costs. The analysis and the optimization of the portfolio are carried out in six steps: First we verify the risk profile. Then we control the investment objectives. In a third step we analyze the distribution of the investments and the selected products. Afterwards we analyze the risk and then the costs.

Securities depot analysis

Finally, on the basis of the results of these analyses we either adopt corrective measures or we develop ideas for restructuring the present portfolio.

Contact Us

We will be pleased to help you

+41 (0)44 268 25 72
Kreuzstrasse 82, 8032 Zürich
info@bge-finance.com
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