Family Office Switzerland

Portfolio Consulting offers your family a comprehensive service for the successful monitoring and management of – to name but a few – your asset management banks, asset managers, fund managers, real estate holdings, and equity participations.

For example, your asset managers are analyzed on a daily basis. This gives you the opportunity to compare the returns, the risk, and the costs of your asset managers with the best in the industry for the same investment strategy at any time.

Thanks to the consolidation of assets, complex asset positions can be managed in a transparent and straightforward manner.