Consolidated asset overview

Would you like an overview of your assets? Would you also like to include assets that are not normally included in a list of securities, such as property, company shares, vehicles, etc.?

The benefits to you

  • You receive a detailed, consolidated full overview of your assets.
  • This enables you to analyse your overall asset situation with the associated opportunities and risks.
  • It also serves as a tool for planning the hand-over of assets to the next generation.

Our services

  • We report on asset classes, performance, maturities, transactions, etc. and on those assets that are not normally included in a list of securities.
  • We draw up a full overview of your securities custody accounts at different banks.
  • If requested, we can prepare individual reports.