A consolidation analysis creates transparency and uncovers potential for optimisation. The Helvetic Trust consolidation analysis will give you complete overview of all your assets and their yields, as well as the currently applicable charges and fees.
If the returns are clearly below expectations or the fees and charges are higher than the market average, then we can act on your behalf to combine the assets at a minimum number of financial institutions and negotiate more favourable overall conditions.

Just these measures alone can achieve sizeable savings each year, contributing to a better overall result.