Your custody account is managed by a bank or asset manager and very often contains in-house products. Your advisor will always contact you when he wants to sell you a new product. On the other hand, they are often left to their own devices in difficult stock market situations and demanding wealth issues.

Overall, you are not completely satisfied with the development of your investment portfolio or with the cost situation.

If you recognize yourself, use a professional portfolio check by Swiss Invest Selection Group AG. Contact us under:
This email address is being protected from spambots. You need JavaScript enabled to view it., Tel +41 41 500 04 60