Learn more
coin-optimized

Transparent and independent

Performance comparison: What is a good return?

The banking and asset management sectors are often perceived as lacking transparency. Below you will find comparisons for portfolio returns from over 500 banks and asset managers and thousands of comparative portfolios.

 

 

Benchmark: Aggregated classic benchmarks per portfolio strategy and currency
Median : Median value of the portfolios and strategy funds on the Wealth Office platform
Median min/max: lowest and highest values of portfolios per portfolio strategy and currency on the Wealth Office platform as well as market data

Order your performance comparison

We know the performance of banks and asset managers. We are happy to share our knowledge with you so that you can assess how well your portfolio has performed in comparison.

Order a free performance comparison of your investment portfolio now.

We will use the information provided to create a customized report for you:

  • a general market comparison

  • a comparison of your returns

  • the rating of your bank / asset manager