Your entire wealth under control. Even across several banks.
How much is your wealth really returning? How much risk? How much does it cost? Three answers that deserve an independent source. WealthView is the independent report that gives them to you — on everything, even across several banks.
Three things you probably do not have today
Keeping everything under control
How much it is worth, how much it has returned, how much risk it carries, how much it costs — across your whole wealth, not one piece, updated over time.
Making better decisions
With the numbers in hand you become independent of the narrative: every proposal — from your bank or anyone else — is measured against what you already hold. It is the difference between being convinced and choosing.
Always knowing your positioning
At any moment, effortlessly: how you are positioned across asset classes, currencies and instruments — and therefore whether that positioning is still the right one for you.
An institutional-grade report. Written so you understand it.
A glimpse of the report — illustrative data, details deliberately blurred. Yours will be sharp.
The position
How your wealth is composed: asset classes, currencies, instruments — all properly reclassified, with ISINs.
The performance
The return for the period and where it comes from: the contribution of each class and each instrument.
The risk
VaR, volatility, diversification: how far the portfolio can fall, measured — not narrated.
Every indicator is explained simply — because a number you do not understand does not protect you.
Your bank's report tells you about the bank. This one tells you about you.
Independent
It is not the intermediary assessing itself: we are paid only by you, and the report says what the numbers say — even when it is uncomfortable.
Consolidated, even across several banks
Overall risk, overlaps and total cost only exist at the level of the whole: no single statement will ever show them to you.
Without touching anything
Read-only: no access to your accounts, no transfers, no communication with the banks. Your wealth stays where it is — you simply start to see it.
Eight checks on the report you receive today
Professional reporting means one precise thing: the data that matters, correctly classified. That is not a given. Before taking it for granted, check:
ISINs Is every instrument shown with its ISIN code? That is what lets you instantly find information on the products you are invested in.
The reclassification Is it by asset class — or only by instrument type or issuer? Knowing you hold “funds” and “bonds” does not tell you how you are really invested.
The currency Is it the denomination currency or the underlying's? A fund listed in euro can invest in dollars: if the report stops at the listing currency, the currency risk stays invisible.
The risk Is there a measure of how far the portfolio can fall — or just a list of what you own?
The breakdowns Are the portfolio breakdowns there — by class, currency, region — and are the instruments correctly classified within them?
The return Is there a year-to-date return? And does it account for distributions? Coupons and dividends received are return: if they are missing, the number is understated.
The costs Are they shown for each single instrument — in euro and as a percentage — or just one generic total?
The explanations Is each instrument explained to you — what it is, what it does, its role in the portfolio — or is it just a line in a table?
The period's performance: the result and the contribution of each class — where the method shows.
The first report changes the questions. The ones after change the answers.
The first snapshot almost always surfaces something. Sometimes it is a cost you did not know you were paying: it was inside the products, and no one had ever lined it up. Sometimes it is a concentration you could not see: instruments with different names that, in fact, bet on the same markets. Sometimes it is liquidity sitting idle for years, forgotten in an account.
From then on, the periodic updates become your control tool: every decision — buy, sell, change who you deal with, or do nothing — starts from your numbers, not from someone's story. The service starts on its own, with a price agreed upfront; and it is included in Wealth Advisory, where the overview is joined by hands-on direction.
Frequently asked questions
How much does the reporting service cost?
A fee set in the quote, before the service starts: it depends on the number of banking relationships and the complexity of your wealth. You can also start with just the initial snapshot. And it is included, at no extra cost, in Wealth Advisory.
Does it work if I have several banks?
Yes — that is the case where it is most valuable: the report consolidates all relationships into a single view, wherever your wealth is held. Your banks stay the ones you have.
What do you need to produce it?
The documents you already receive: securities positions and statements for your relationships. No communication with the banks, no signature, complete confidentiality.
Is it a one-off report or an ongoing service?
Either, your choice: an initial snapshot to take stock, or the periodic update — where the history, over time, becomes the most valuable part.
Let us talk it over in a free call.
Thirty minutes, no obligation: we understand your situation and give you a clear quote.
Book a free call →or write to info@acadvisor.eu