Quality-assured investments

We offer insurance companies and foundations, as well as pension and life insurance companies, an independent review of their holdings based on defined criteria for portfolio allocation, choice of asset class and geography, as well as ethical and environmental criteria. These services can be beneficial even for asset managers who are not required to appoint a custodian; they help ensure that investments are compliant with prevailing regulations and they enhance quality in your company’s investment process.

Examples of services:

  • Portfolio analysis
  • Ethical evaluation