Small fees can mount up to critical levels over time, and through the loss of compounded interest will reduce your returns significantly. The success of wealth management can only be determined in the long run. If today you’re paying 2% to your wealth manager per year but could cut this by half, your returns increase by more than 25% after 20 years.

In addition to the direct, and visible, fees, your wealth manager has various additional levers to influence your costs of wealth management in the selection of products, number of transactions or choice of partners. Our research shows that these hidden costs can easily add up to 2%-3% of your assets per year.

How we can help you in cutting your costs and improving asset performance

We understand all the cost drivers, know the benchmarks in terms of what other clients pay for similar services and have a lot of experience in re-negotiating fees of wealth managers clients. In cooperation with a specialized cost-cutting service provider covering all global markets we offer wealth management clients the following services:

1. Identification of Savings Potential: We analyze all costs related to your wealth management services and portfolio, e.g. Management Fees, Transaction fees, Custody fees and Hidden Fees. As a result of this analysis, we are able to create transparency and give you a clear idea of the savings potential.
   
   
2. Benchmarking: We compare the fees you pay with those of your peers, determine the maximum you should pay and initiate a beauty contest with several wealth managers.
    
3. Re-negotiation: We challenge current fee agreements with your wealth manager and also the proposals of other providers.  We help you to set-up an agreement under the new terms
   
   
4. Monitoring and Controlling: We supervise the proper implementation of newly agreed fee arrangements and perform an ongoing cost tracking and reconcilation of fees applied.

On average we cut the costs of wealth management for our clients by 40% - per year. Our services are performance-based and self-financing. A part of the fees and commissions saved will be attributed to our services.

Please contact us now for more information and an individual proposal