Caputo & Partners AG's video: 3 Tough Questions to find out if you should fire your Portfolio Manager

There is no other industry being such non-transparent like the asset management and private banking industry. High banking fees and low returns can destroy the performance of the portfolio manager. I will give you 3 test questions to test the performance of your bank and asset manager. You will know exactly how well or badly your investment portfolio has been managed. The test result will tell you if you have to fire your asset manager or bank. Question no 1.: Did my portfolio from January 1, 2020 to May 31, 2020 not suffer any losses or even increase in value? Question no 2.: Has my portfolio with 70% stocks in the past 5 years from June 1, 2015 to May 31, 2020 still achieved a positive performance of 30% or more overall? Question no 3. Are my all-inclusive costs per year for my portfolio, including custody fee, asset management fee, transaction costs and hidden costs in the products, such as funds, ETFs, certificates, less than 1.2% of the assets under management per year? If you can answer all 3 questions with YES, then you don't have to call me. You have the right portfolio manager and the right bank for investing your money. I congratulate you. If you answer NO to any of these 3 questions, the test result means for you: Take a closer look at excessive costs, hidden fees and below-average returns. As a former CEO of the Swiss Association of Asset Managers, I recommend a neutral discussion with me. Together, we will analyse in a team how you can keep your costs low and improve your return ►► Join our Boutique Law Firm Letter https://swiss-banking-lawyers.com/ ►► Our Website: https://swiss-banking-lawyers.com/ ►► Tax Evasion [Best Tips & Tricks] https://swiss-banking-lawyers.com/tax... ►► OECD Automatic Exchange of Information and CRS [Insider Report 2018] https://swiss-banking-lawyers.com/aut... ►► How Millionaires pay less Tax using Secret Tax Avoidance Strategies – Confessions of an International Tax Lawyer https://swiss-banking-lawyers.com/tax... ►► Ultimate Guide in Private Banking to Secure Your Wealth https://swiss-banking-lawyers.com/pri... ►► Best Private Bank List – Swiss Private Bank Directory https://swiss-banking-lawyers.com/bes... ►► 10 Reasons for Swiss Bank Account Opening [Ex-UBS Lawyer reveals the truth] https://swiss-banking-lawyers.com/swi... market crash