Portfolio Scan
In-depth analysis of your portfolio
Consolidated
Through the use of financial datasets and our in-house developed tool.
Clear
Charts and texts bring the data together in an understandable overview.
In-depth
Zoom in on explicit and implicit risks from various angles.
Revealing
Insights into the underlying costs and impact of taxes.
Digitally (pdf)
and/or
as a printed magazine
Deciphering the perception of diversification
Informative, educative and actionable
Insights into the allocation of Belgian Private Banks and their performance.
Review of your portfolio:
• Type and risks of products used
• Regions, sectors, styles, ratings...
• Taxation & costs
• And more
Pricing
Digitale version
PDF with explanations, charts, comparisons and action points
€ 1.750
Print + digital version
Quality colour brochure delivered by post
€ 1.800
Digital "walkthrough"
Interactive video call focused on action points
€ 2.025
At your convenience
appointment at your office/home, includes print & digital version
€ 2.275
Prices as of 18/04/2026, incl 21% VAT
