Fee Analysis

Transparency as the basis for market-compliant asset management fees

At a glance

Fees and charges in professional asset management are constantly changing. As a leading investment consulting and controlling company, we have a comprehensive overview over the market, which enables us to identify saving potential in asset management fees, safekeeping and global custody fees and transaction costs.

PPCmetrics fee platform

Extensive collection of current asset management and custody fees in several databases (existing mandates, offers, market screens, annual reports).

Proprietary analysis tool

Information management, evaluation and assessment with the PPCmetrics fee platform.

No hidden fees

Full transparency on hidden fees.

Client-specific analysis

Individual fee study based on our client’s requirements and demands (different investment categories, investment styles, portfolio size and fee models).

Identification of possible measures

Recommendation of measures to realise the saving potential (collective investments, retrocessions, kickbacks, etc.).

Know-how and experience

Evaluation of your fees by our qualified specialists with first-class training and practical experience.

Your contact for the topic

Fee Analysis

Alfredo Fusetti

Partner

Get in contact
Dr. Luzius Neubert
Partner

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