Super Wealth
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Performance
Allocation
USD 49'335
Equities
USD 573'244
Bonds
USD 428'342
Alternatives
USD 49'335
Cash
USD 33'551
Portfolios
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Portfolio 1

$ 16'890.00

1009.030-00****
↗ 3.4%

Portfolio 2

$ 19'830.00

1009.060-00****
↙ -1.2%

Portfolio 3

$ 18'860.00

1009.090-00****
↗ 3.4%
Proposals
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Proposal 1

23.03.26

1009.030-00****

New

Proposal 2

23.02.26

1009.060-00****

Approved

Proposal 3

20.03.26

1009.090-00****

Refused

Documents
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Contract

Mandate

23.03.26

KYC

Passport copy

21.03.26

Reporting

Bank statement

20.03.26