SERVICE

We analyze all costs related to wealth management services, e.g.

• Transaction fees
• Custody fees
• Administration fees
• Management fees
• Hidden fees

As a result of this analysis, we are able to give our clients a clear idea of their savings potential.

Mandate

Mandated by our clients, we then negotiate new conditions with the current banking and asset managers. After the new conditions are in place, we will control the fee agreements on an ongoing basis

Success based fee

Our services are success based and self-financing. A part of the fees and commissions saved will be attributed to our services.