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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

Fee benchmarking against what comparable clients pay in Geneva

Independent assessment of proposals your banks put in front of you

Questions worth asking your institutions — and help interpreting the answers

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