Complimentary Portfolio Analysis

By: Genève Invest (Europe) S.à.r.l.  30/09/2015
Keywords: Complimentary Portfolio Analysis

A client’s wealth has to be considered as a whole in order to optimize appropriate diversification as well as cost optimization and management. Clients who have accounts in various banks run the risk of losing site regarding different risks related to their money investments (solvency, currency, sector, country, etc.). We offer our clients a free and professional analysis of their portfolio in order to make an offer that allows them to enhance their income or reduce costs. Our complimentary portfolio analysis encompasses the following elements: Opportunities and risks; The quality of investments; Analysis of creditworthiness; Diversification issues; Tax optimization; Further suggestions regarding performance and cost optimization. In order to analyze your existing investments we require copies of your account statements or documents related to your current investment portfolio. We guarantee the utmost discretion and anonymity. Please contact our advisors for any further information.

Keywords: Complimentary Portfolio Analysis

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