Our Portfolio Review:
The Health Check for Your Investments.
Let the experts analyze your portfolio. You will benefit from clearly presented insights and concrete proposals that match your individual investment goals.
*This service is exclusively available to Accredited Investors as defined in the Securities and Futures Act (Singapore).
By the way: Measured by standard hourly rates, this review has a value of over €600. Leverage our 30+ years of financial experience.
In 90% of analyzed portfolios, we can increase long-term returns.
Hidden Costs
Many investment solutions contain hidden fees. As independent fee-based advisors, we help you uncover these and make your portfolio more cost-efficient.
Institutional Funds
Did you know there are significantly cheaper institutional versions of many funds? We offer exclusive access to these tranches to boost your net return.
Strategic Optimization
“Back and forth makes pockets empty.” We align your portfolio for the long term so it fits you perfectly and doesn’t require constant readjustment.
Risk-Return Ratio
Many investors underestimate their actual portfolio risk. A professional review reveals if your depot matches your personal risk tolerance.
Sector & Country Concentration
Many are unknowingly over-invested in specific sectors or regions (Cluster Risk). This increases the danger of suffering large losses during crises.
True Diversification
Do you own multiple funds that contain almost identical stocks? We check for overlaps to ensure you are truly diversified.
Return Comparison: Institutional vs. Retail Funds
With the DFO-Portfolio Review, you get answers to crucial questions.
Does the allocation of my positions match my individual risk tolerance and investment goals?
Which sectors and regions am I invested in, and is there excessive concentration in certain areas?
Is there a possibility to significantly reduce product costs?
It’s that simple
The Portfolio Analysis Process
1. Request Review
To ensure a customized analysis, we need to understand you and your portfolio. Simply fill out the short form below.
2. Results via Email
After a detailed analysis by our experts, you will receive a document with the results via email within two to four weeks.
3. Personal Call
In a personal online conversation, we will discuss the results in detail and answer any questions you may have.
Commission your Portfolio Review in just a few minutes
Because your wealth deserves more.
Eligibility Notice
This service is exclusively available to Accredited Investors. By submitting this form, you acknowledge that you meet one of the following criteria under Singapore law:
- Net personal assets exceeding SGD 2 million (with primary residence capped at SGD 1M); OR
- Net financial assets exceeding SGD 1 million; OR
- Income in the preceding 12 months exceeding SGD 300,000.
We are your partner for independent wealth advice.
Since 2019, DFO has set new standards in wealth advice with the goal of making first-class and transparent investment advice accessible to everyone. Based on decades of experience in private wealth management, we support our clients at the highest level – without compromise.
As independent fee-based advisors, we are committed solely to our clients – guaranteed free of conflicts of interest and hidden commissions.
Frequently Asked Questions
In Singapore, an individual is an Accredited Investor if they have:
(a) Net personal assets exceeding SGD 2 million (the value of the primary residence can only contribute up to SGD 1 million); or
(b) Financial assets (net of liabilities) exceeding SGD 1 million; or
(c) An income of not less than SGD 300,000 in the preceding 12 months.
The portfolio review is guaranteed free of charge and you enter into no obligations. You get a comprehensive impression of our philosophy. Of course, we would be delighted to welcome you as a client afterwards.
Based on standard hourly rates for fee-based advisors, the value is over €600. We view this investment as an opportunity for you to get to know us.
Absolutely. Use the review to get an unbiased second opinion.
