New Reporting for our clients – updated format

In the fast-paced world of finance, staying informed and abreast of news and developments is key for making sound investment decisions. At Quilvest (Switzerland) Ltd., we understand the importance of transparency, clarity, and empowerment in managing your portfolio. We are thrilled to introduce our new Portfolio Statement: a new, innovative feature which goes beyond the numbers, providing you with a comprehensive overview of your assets.

Clear Visuals: See Beyond the Numbers

Our Portfolio Statement is not just about data; it is about clarity and transparency. We believe that clear visuals are crucial in helping you understand the intricate details of your portfolio. With our visually appealing representations, you can easily grasp the composition and performance of your investments.

Added Transparency: State-of-the-Art Portfolio Risk Overview

Transparency is at the core of our commitment to you. Our state-of-the-art portfolio risk overview brings a new level of transparency to your investment strategy. Gain insights into the risk structure of your portfolio with an intuitive breakdown, empowering you to make informed decisions about your financial future.

Historical Performance: Navigate Future Investment Decisions

Understanding historical performance is key to navigating the future. Our Portfolio Statement provides you with a comprehensive analysis of your portfolio’s historical performance. With this knowledge, you can confidently navigate future investment decisions, aligning your strategy with your financial goals.

Enhanced Information on Alternative and Private Market Holdings

Deep dive into the world of alternative and private market holdings. Our Portfolio Statement ensures that you have all the information you need about these unique assets. Stay well-informed and make strategic choices  which maximize the performance potential of your portfolio.

Video Showcase: Your Portfolio Unveiled

To complement the launch of the new design of our Portfolio Statement, we have prepared a video highlighting its key features: