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○SECOND OPINION

Asset Allocation Advisory

استشارات توزيع الأصول

IBRIDGE provides an independent second opinion on how your wealth is allocated and what you are paying for it: reviewing bank proposals, comparing mandates, benchmarking fees. We are strictly non-discretionary — we do not manage money, hold assets or sell products, which is precisely what makes the opinion independent.

What You Receive
✓

A plain-language review of your current allocation and mandates

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Fee benchmarking against what comparable clients pay in Geneva

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Independent assessment of proposals your banks put in front of you

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Questions worth asking your institutions — and help interpreting the answers

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No product sales, no retrocessions, no discretionary mandate — ever

Process

How It Works

01

Disclosure

You share current statements, mandates and fee schedules in confidence.

02

Review

An independent written assessment in plain language.

03

Discussion

A working session on findings, options and questions for your banks.

04

Follow-through

Support in renegotiating terms or mandates — decisions remain yours.

FAQ

Frequently Asked Questions

Is this asset management?+
No. We hold no discretionary mandate, take no custody and execute no transactions. It is advisory work only — a second opinion, delivered independently.
How is IBRIDGE compensated for this?+
By you, on a transparent fee basis agreed in advance. We accept no retrocessions or product commissions, so the advice has no hidden sponsor.
Will this damage my relationship with my bank?+
In our experience the opposite: institutions take clients more seriously when the client is well advised. The review can also remain entirely private to you.

Begin with a Conversation

A confidential first consultation — in Arabic, English or French — to understand your situation and set out realistic options. No commitments, and no obligation to proceed.

Request a Consultation
Asset Allocation Advisory — IBRIDGE SA | IBRIDGE SA