Other services

Second appraisal

The potential customer’s relationship to its previous manager
 

Deposit analysis

  • Risk-opportunity optimisation
  • Tax optimisation
  • Does the deposit allocation match the contract?

 

Kick-backs/cost analysis

How much and where have external asset managers benefited

 

Assessment and demonstration of possible conflicts of interest

Illiquid securities, deposit items related to the manager

 

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© chameleon asset management ag · Theaterstrasse 4 · CH-4051 Basel · info@chameleon-asset.ch · Phone +41 61 633 77 77

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