An independent assessment of your portfolio and manager/adviser
H Capital’s Second Opinion service will provide you with a fresh pair of eyes, so to speak, and an independent assessment of your portfolio and manager/adviser. Importantly, our report will also compare the performance of your portfolio versus a comparable peer group, selected from over 150,000 private client portfolios, to ascertain how your portfolio is performing.
Whether you are an investor with a modest portfolio or an ultra-high net worth individual, being able to compare the performance of your investments versus those achieved by others with similar mandates is useful.
Compare your portfolio performance against more than 150,000 selected private client portfolios
After we have compared the performance of your portfolio against a comparable peer group, the outcome will be one of three below:
This is good news and means your return from your investments is in line with those in the comparison peer group.
This is the best outcome and means the return from your investments is ahead of most of your peers. You should be pleased!
The return from your investments is below most of your peers. The reasons for the underperformance should be investigated.
Make sure your portfolio is performing as you want it to.