Portfolio advisory
Understand how your holdings work together and whether the portfolio matches its objective.
Portfolio Advisory supports the construction or review of single- and multi-asset models. It examines exposures, manager overlap, liquidity and risk alongside the role intended for each holding.
What you get
- Model portfolios or construction reviews for the agreed objectives and constraints.
- An exposure and risk review covering allocation, manager overlap, biases, risk contribution and liquidity.
- Rebalancing or switch proposals where the evidence supports a change, with the rationale recorded.
- Monitoring reports on performance context, underlying fund changes and unresolved questions.
The scope and available data determine the depth of the review. Findings are documented for discussion within your governance.
When to bring us a portfolio
For Swiss wealth managers and professional institutions building a model range or reviewing an existing portfolio. Individual manager selection is covered by Fund Research & Selection; manager searches by Dedicated Mandates.
How it works
We agree the objectives, constraints, holdings and review scope. Fund research and quantitative analysis inform the findings. Any continuing monitoring uses the same agreed framework.
Implementation decisions remain with the client. Fund research and portfolio conclusions follow the controls described in Methodology & Independence: merit-based selection is separate from commercial relationships, which do not determine portfolio advice.
What portfolio advisory does not do
- It does not manage the portfolio and does not implement. Execution and suitability stay with you.
- It does not forecast returns. The work is about exposure, risk and whether the structure matches the stated objective.
- A review can conclude that nothing should change. That is an outcome, not a failure to find something.
- These outputs support professional documentation and decision processes. They do not constitute an offer or solicitation, and are intended for qualified investors and professional users in Switzerland.