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 / 30.01.2019

Expected net profit of about CHF 20 mn. 

Corporate News / 30.10.2018

Changes in CFO roles at Bellevue Group.

Corporate News / 26.10.2018

Newly formed group of shareholders.

Corporate News / 27.07.2018

All figures relating to the half-year result 2018 of Bellevue Group.

Corporate News / 27.07.2018

Media release regarding the half-year results 2018 of Bellevue Group.