Independent professional assessment of the structure of placed securities and the effectiveness of your investment portfolio.
The "Second opinion" service allows you to receive an independent professional assessment of the structure of already-placed securities and the effectiveness of an existing investment portfolio. The service is valuable both when reviewing a working portfolio and when evaluating a pre-selected investment strategy.
Discretionary management is one of the most requested services among high-net-worth clients. Almost every client works with banks and asset-management companies that offer the widest spectrum of investment solutions — and there always remains the question of choice, and doubt about the effectiveness of the proposals.
Quale Capital, drawing on a team of analysts and professional managers with more than 25 years of experience, provides answers to the questions concerning your portfolio. This is your Second Opinion.
Risk · return · time-horizon evaluation of the structure under consideration.
Identifying advisors acting against your interests — unfair representation of the strategy or lack of competence in execution.
Detection of possible conflicts of interest in the proposed structure of your investment portfolio.
The most important outcome — the confidence to act, knowing that your capital is structured and managed correctly.
Quale Capital specialists carry out an analysis to answer five key questions:
Justified return — does the structure of your portfolio match your declared personal and family goals and objectives?
Structural fit — does the realised return of your portfolio correspond to the level of realised potential losses in a negative scenario (war, crisis, market correction)?
Return analysis — analysis of the return on your portfolio against possible benchmarks.
Recommendations — together with the analysis we deliver concrete recommendations to improve effectiveness or to lower risk, taking into account industry rotation and macroeconomic conditions.
Confirmation — confirmation that the portfolio is managed by professionals in line with the principles of fiduciary management.
Use of the "Second Opinion" service does not require advance consent of the principal counterparties (bank, asset manager, custodian). The client provides Quale Capital with the necessary data, after which our experts conduct independent research on the structure and effectiveness of the investment portfolio. The entire procedure is governed by a non-disclosure agreement.
There is no single right answer. We recommend regular reviews — most often, the most efficient use is to review every 3–6 months, depending on the strategy and current market dynamics.
