Reporting & Controlling

The greater your wealth is, the more important diversification across different asset classes as well as different banks and countries becomes as a means of minimizing counterparty and jurisdiction risk.

Diversification is one of the simplest and most efficient ways of protecting large amounts of wealth from external influences. That said, diversification can also quickly obscure the big picture, or require an inordinate amount of manual, administrative work just to keep track of it.

A consolidated reporting process that encompasses all assets and their change in value and then presents that information in a clear, understandable fashion allows you to benefit from diversification without losing track of important information. With a consolidated reporting, investments can always be quickly surveyed plus valuable inputs can be gained for future investments, because good investment decisions are based on current, correct and consistent data.

In conclusion, a consolidated reporting is a tool for assessing portfolio investments objectively and systematically and for making informed decisions – and thus vital for successful wealth management outcomes.


Corporate News / 23.01.2018

  Bellevue Group posts expected operating profit of about CHF 29 million, expected net pro...

Corporate News / 30.10.2017

Bellevue Group will bear the costs incurred for investment research in the wake of MiFID II.

Corporate News / 28.07.2017

Bellevue Group triples consolidated net profit. Group operating profit surges.

Corporate News / 28.07.2017

Half-year report of Bellevue Group as at June 30, 2017.

Corporate News / 27.07.2017

Presentation regarding the half-year figures of Bellevue Group on July 28, 2017.