Custody account analysis

You want to have your current portfolio (re-)assessed and reconsidered by a neutral entity.

We carry out a thorough review of your entire custody account structure and securities or investments and closely examine your custody transactions with regard to product selection, frequency of transactions, yield, and various cost structures. As a result, you receive from us a thorough and bank-independent analysis of your securities including a recommendation for optimisation – on request, with a concrete plan of measures to be taken.