Private Client Portfolio Review

A periodic portfolio review report for private banking and wealth management clients, summarizing how a multi-account portfolio has performed over the reporting period. Covers market commentary, current and prior asset allocation, change in portfolio value, performance against benchmarks, and a full gain/(loss) and income breakdown by asset class and by account. Ideal for private bankers and relationship managers, discretionary portfolio managers, and wealth management and family office teams reporting to clients.

Contents:

1. Market Commentary
2. Current Allocation Overview
3. Change in Allocation
4. Current Allocation Detail
5. Allocation by Account
6. Change in Portfolio Value
7. Performance Overview
8. Performance Snapshot by Asset Class
9. Performance Snapshot by Account
10. Performance Detail by Asset Class
11. Gain/(Loss) & Income by Asset Class
12. Gain/(Loss) & Income by Account
13. Glossary
14. Disclosures