"When advising clients I consider their wider circumstances. So advice goes beyond pure asset management." Daniel U. Unger

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.?

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.

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.