your wealth. your vision.

A neutral appraisal for a clear insight

Transparency is key when it comes to your wealth

Risks Fees Taxes Frais Performance Analysis Wealth Financial



CONTROL
Be decisive with every aspect of your portfolio.

COMPREHENSION & TRANSPARENCY
We keep you aware of the status of your investments and provide you with sound elements.

DETECTION of ABNOMALITIES
Consistent tracking of hidden fees, errors, risks, fraud, allocation, etc.

CONSOLIDATION of YOUR ASSETS
Financial investments, real estate, collections, art.

methodology

Consolidation - Expertise - Analysis
Risk

Our risk staging allow you to be pro-actively prepared to financial markets erratic behaviors and think through efficiently your presence on the market.

Tracking & Performance

Our utmost mission is to demonstrate with sound elements what contributed to your performance.

Fees & Taxes

We monitor and report the fees and taxes you were charged following your custodian agreements and fiscal status/domicile.

Archives

We can keep track of all your financial transactions and money flows and can consult them at any time (ie. handover of power).

Your trust is our reward

CAPAnalysis thanks you for your confidence
1

Billion

3000

Instruments

25000

Transactions

23

Custodians

Contact us

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