Our Approach

A rigorous, independent process.

Know exactly where you stand.

We define your objectives and risk profile, then audit your current banking relationships — identifying what is aligned, what is costly, and what should be challenged.

Deliverables & Timeline

Deliverable

Investment Profile & Banking Audit

Mandate by mandate diagnostic of gaps and priorities.

Duration

1 – 3 weeks

Depending on number of relationships and complexity.

  • Investment goals, risk profile and time horizon
  • Current banks, mandates and asset allocation
  • Performance vs objectives and benchmarks
  • Full fee review: management, custody and retrocessions

Choose on merit, not relationships.

For each mandate, we run a dedicated tender across eligible wealth managers, compare proposals side by side, and negotiate fees and terms on your behalf.

Deliverables & Timeline

Deliverable

Mandate Tender Report

A ranked comparison of the best-fit providers for your profile and mandate.

Duration

2 – 4 weeks

Formal market process — proposals, negotiation, recommendation.

  • One RFP per mandate across eligible private banks
  • Side-by-side comparison of fees, service and reporting
  • Final selection made together with you
  • Transition support and implementation coordination

Keep the mandate accountable.

After onboarding, we monitor whether each mandate stays aligned with your objectives — and act when standards slip.

Deliverables & Timeline

Deliverable

Governance Report & Online Reporting

Quarterly reviews and clear recommendations when needed.

Duration

First 12 months included

Then continued governance at a reduced annual rate.

  • Performance and risk reviewed against agreed objectives
  • Verification of fees, costs and negotiated terms
  • Consolidated online reporting across all providers
  • Trigger-based re-tendering when standards slip
Transparent fees — no retrocessions, ever
Assets under advice (CHF M) Year 1 — Full process incl. 12-month supervision Year 2+ — Supervision
1 – 5 0.65% 0.25%
5 – 10 0.40% 0.20%
10 – 20 0.35% 0.15%
20+ 0.25% 0.10%

Minimum engagement fee: CHF 3,500 — applicable to all mandates regardless of asset size.

Year 1 covers the full process: audit of your current setup, competitive selection across eligible banks, fee negotiation, and 12 months of ongoing supervision. From Year 2, supervision continues at the reduced annual rate shown above. A preliminary conversation is always free and without obligation.

Zero commissions from banks. We are paid only by you — never by the institutions we evaluate.