Strategic Investment Audit
A comprehensive and independent analysis of your global portfolio, conducted by experts with decades of experience in capital markets. Identifies vulnerabilities and unknown opportunities.
Key Features
- In-depth analysis of 7 asset classes
- Personalized risk and compliance report
- Actionable recommendations for optimization
- One-on-one implementation consultancy
Status: Available for booking
Appointments for this audit are made with at least 14 working days in advance. Limited slots per quarter.
€4,200
for portfolios up to €5M
Custom rates for larger portfolios.
What You Get Exactly
- Complete Audit Report (40+ pages)
- 2 Consultancy Sessions (90 min each)
- Benchmarking with global markets
- Access to the WealthConference platform for 1 year
- Audit Certificate with official seal
The audit process takes on average 3-4 weeks and requires access to relevant investment documentation.