Bringing clarity to complex portfolios: a tailored consolidation solution

Do you find it difficult to manage multiple portfolios across different banks? Are you concerned about losing track of your overall exposure and performance? At NS Partners, our portfolio consolidation services and risk analysis provide you with a clear, unified view of your investments, helping you make more informed decisions.

Over the years, I accumulated several portfolios, each managed by NS Partners and/or different banks. Some accounts were opened for personal reasons, others through business connections, or even inheritance. Although I’ve always believed in diversification, I soon realized that managing these portfolios separately made it difficult to get an accurate view of my overall wealth.

Each portfolio was structured differently, with varying currencies, asset classes, and reporting formats. This left me constantly wondering: How much of my wealth is invested in equities? What’s my exposure to different currencies? What’s my overall risk?

The reports from different institutions were inconsistent, making it nearly impossible to compare them. I felt out of control and knew I needed a clearer picture of my investments.

Solution

When I raised my concerns with my relationship manager at NS Partners, he immediately proposed a customized consolidation solution. NS Partners offered me a comprehensive portfolio consolidation service, providing detailed and standardized reporting across all my accounts.

Now, every month, I receive a single, easy-to-read report that consolidates all my portfolios, giving me a complete overview of my assets. I can clearly see my total exposure across asset classes, currencies, and geographic regions. The reports also provide detailed performance statistics, allowing me to monitor risk levels and compare results across portfolios.

Thanks to this solution, I’ve regained control over my investments and can easily identify any imbalances or areas requiring adjustment. This clarity is exactly what I needed, and it has given me greater confidence in managing my wealth.

Find out how our portfolio consolidation services can bring clarity to your investments.

Schedule a meeting with an NS Partners relationship manager