Are you sure that the current structure of your portfolios matches your expectations in terms of performance and risk ?
IBO offers you an opportunity to review the current situation of your financial assets and to quantitatively define the details of your future needs. We analyze the financial composition of your investments and evaluate the probability of reaching your objectives.
This is followed by a personalized discussion of the best strategy to adopt and set up in order to avoid unpleasant surprises.
Are you sure that you chose the best bank and best fund managers
for your needs ?
IBO gives you the benefit of an anonymous and secure tool that makes it possible to compare establishments with each other based on concrete facts and figures. Competitive pricing and compensation that excludes all conflict of interest enable us to provide a neutral perspective and independent opinion without pressure, entirely at your service. You are completely free to select the service providers of your choice.
Are you sure that you are correctly measuring the performance and risk of your portfolios being managed by third-parties ?
Enjoy the peace-of-mind you get with IBO monitoring the performance and risk related to each portfolio on a daily basis. You may also choose to have us contact financial establishments directly in case of a relative deviation in performance, or relative / absolute deviation in volatility compared to predefined criteria. We contact you only if we do not receive adequate answers to our comments and requests.
Are you sure that you fully understand the financial language ?
A simple and efficient tool is at your disposal to establish, understand, and compare the results of your managed portfolios. By providing clear and transparent reporting, IBO is your partner for fully understanding an increasingly complex financial world.
Are you sure that you receive regular information concerning your portfolio progression ?
Our tailor-made interactive reports give you an up-to-date view of your portfolios at all times. By tracking your assets on a daily basis, this solution keeps you informed quickly concerning the progression of your wealth performance and risk.
Are you sure that you have a clear and precise view of your wealth ?
The IBO tool enables you to efficiently track, consolidate and compare your portfolios in complete confidentiality, for different currencies, risk objectives, and financial establishments.
