Portfolio review
A second opinion on what you already hold: what it actually costs you, what it is really exposed to, and what you would not buy again today.
Book a 30-minute callWho this is for
- You hold a portfolio assembled over years and have never seen it assessed as a whole
- You suspect you are paying more than you should but cannot find the number
- Someone else built this portfolio and you no longer know why it looks like this
What is included
- 01True costEvery layer added up: the charges inside each fund, the platform and broker costs, and the spread you pay to trade. Usually the part that surprises people most.
- 02Real exposureWhat you are exposed to once overlapping holdings are looked through. Owning six funds is not the same as being diversified across six things.
- 03Concentration and riskSingle positions, sectors, currencies and your own employer, measured against how far the portfolio could fall.
- 04Would you buy it todayEvery holding tested against one question, with the tax and cost consequence of selling stated beside anything that fails.
- 05Priority listWhat to change first, what can wait, what to leave alone. Ordered by what it is worth, not by what is easiest to discuss.
- 06Written reportYours to keep, act on yourself, or take to someone else for a third opinion.
What this looks like in practice
Eleven funds assembled over a decade from three different sources, an assumed cost of roughly half a percent, and no view of what sat inside any of them.
We calculated the all-in cost across every layer, looked through to the underlying exposure, and found four holdings duplicating the same large-cap positions while the total charge ran well above the assumption.
A ranked list of changes with the tax consequence of each, and a cost figure the client could finally state out loud.
What it costs
Dimension10% of the gain
There is no separate charge for this piece of work. Nothing. The share of the gain is the whole of it.
The full scale, the minimum, a worked total including broker or platform costs, and our written policy on retrocessions all sit on one page.
See the fee scaleQuestions
Do I have to become an ongoing client afterwards?
No. A review is standalone work with its own fee. Plenty of people take the report and act on it themselves, which is a perfectly good outcome.
What do you need from me?
Statements and a holdings list. Read-only access is enough where your platform offers it. We never need the ability to transact.
What if the review says everything is fine?
Then it says so. That happens, and it is worth knowing rather than assuming.
Related work
- 01Investment adviceWhat to buy, in what proportion, and when to leave it alone. We research and recommend; you place every trade yourself, from your own account.
- 04Concentrated positionsEmployer shares, RSUs, an inherited holding, or one winner that grew into most of your net worth. What to do about it, on a schedule rather than in a moment.
- 06Tax-aware investingSwiss investors are taxed on wealth and on income, not usually on capital gains. Build a portfolio that ignores this and you hand over returns you never had to.