12shields specializes in comprehensive financial fees monitoring and verification services. We carefully review all charges applied to your accounts, assuring they are accurate, legitimate, and transparent.
Our service extends beyond standard cost reviews by offering clear insights into your charges and providing continuous monitoring to identify any discrepancies, unclear or hidden fees.
This proactive approach ensures you only pay what is necessary, empowering you to stay in control of your financial resources
Our commitment to your financial well-being extends beyond one-time audits. 12shields offers ongoing financial oversight and advisory services to verify that your accounts remain compliant and transparent over time.
We continuously track your banking activities, confirming that your financial institution is adhering to agreed-upon terms and preventing unexpected charges from arising. Our advisory team also provides strategic guidance, helping you optimize your financial situation and safeguard your wealth in the long term.
We don’t just monitor your financial service providers’ fees—we actively work to reduce them. Through our in-depth analysis and strategic recommendations, we identify opportunities for cost savings and protect you from potential financial exploitation.
Whether it’s helping you negotiating lower fees with your bank or identifying unnecessary charges, we act as your financial advocate, ensuring that your assets are protected and your costs are minimized. Our approach combines vigilance with action, providing you with measurable savings and enhanced financial security.
Comprehensive review of your financial service fees: We start by carefully analyzing your financial statements to identify any unclear or unnecessary charges, assuring complete transparency and competitiveness.
Securing accuracy and fairness: We review each charge from your financial service provider to ensure they align with your agreements and mandates, addressing any discrepancies to safeguard your interests
We deep dive into our clients’ accounts and operations by looking at every trade and global asset allocation.
After identifying excessive or unjustified charges, we propose an appropriate and fair fee’s structure.
Every private client who works with a financial institution in Switzerland offering private wealth management.
NO.
12shields is 100% independent and does not receive any kind of compensation from any party other than its private clients.
Each client receives a personal analysis.
However, our market studies have shown that for any account size, the savings can reach up to 1% of the assets under management.
E.g. For an account of CHF 5’000’000, the potential savings can be up to CHF 50’000 annually, or CHF 500’000 over 10 years.
