--- title: Customer portfolio evaluation | Goodwill Asset Management url: https://gwam.ch/customer-portfolio-evaluation/ description: Appropriately assessing a customer portfolio is not easy. The evaluation of a customer portfolio is not a purely numerical issue. updated: 2026-09-03 source: Goodwill Asset Management SA, gestore patrimoniale autorizzato FINMA F01290346, Chiasso (Svizzera) --- [Approfondimenti](https://gwam.ch/approfondimenti/) — Analisi # Customer portfolio evaluation, customer portfolio value calculation, customer portfolio analysis and Management the 3 Key points Appropriately assessing a customer portfolio is not easy. The evaluation of a customer portfolio is not a purely numerical issue. ![Customer portfolio evaluation, customer portfolio value calculation, customer portfolio analysis and Management the 3 Key points](https://gwam.ch/media/su-misura/portfolio-valuation.jpg) In questa pagina - [CUSTOMER PORTFOLIO EVALUATION](https://gwam.ch/customer-portfolio-evaluation/#customer-portfolio-evaluation) - [– I WANT YOU-](https://gwam.ch/customer-portfolio-evaluation/#i-want-you) - [CUSTOMER PORTFOLIO MANAGEMENT](https://gwam.ch/customer-portfolio-evaluation/#customer-portfolio-management) - [CALCULATION OF CUSTOMER PORTFOLIO VALUE](https://gwam.ch/customer-portfolio-evaluation/#calculation-of-customer-portfolio-value) - [CUSTOMER PORTFOLIO ANALYSIS](https://gwam.ch/customer-portfolio-evaluation/#customer-portfolio-analysis) - [DEFINITION OF CUSTOMER WALLETS](https://gwam.ch/customer-portfolio-evaluation/#definition-of-customer-wallets) - [CUSTOMER PORTFOLIO EVALUATION](https://gwam.ch/customer-portfolio-evaluation/#customer-portfolio-evaluation-2) #### **CUSTOMER PORTFOLIO EVALUATION** Appropriately assessing a customer portfolio is not easy. The evaluation of a customer portfolio is not a purely numerical issue. For us, every person is not a number, every person has a series of professional relationships, knowledge, a client portfolio that wants to sell or portfolios to be analyzed or evaluated and has knowledge of prospects to present to us. #### **– I WANT YOU-** With us at [Gwam](https://gwam.ch/contatti/) you will find professionalism, competence, transparency and adequate enhancement of your customer portfolio. #### **CUSTOMER PORTFOLIO MANAGEMENT** Managing a customer portfolio is often very difficult. The customer’s needs sometimes go beyond your duties or are not adequately answered. ![CUSTOMER PORTFOLIO EVALUATION, CUSTOMER PORTFOLIO VALUE CALCULATION, CUSTOMER PORTFOLIO ANALYSIS AND MANAGEMENT THE 3 KEY POINTS](https://gwam.ch/media/word-image-27-150x150.jpeg) Goodwill Asset Management sa, Swiss independent asset manager, is a company always looking for talents who have a client portfolio to adequately value and consolidated knowledge. #### **CALCULATION OF CUSTOMER PORTFOLIO VALUE** The professional asset management in Goodwill Asset Management SA creates value over time for your customers and for you, who you can freely consult us to carry out a customer portfolio evaluation or for a customer portfolio transfer or to obtain a diversified management in stocks and bonds. ![CUSTOMER PORTFOLIO EVALUATION, CUSTOMER PORTFOLIO VALUE CALCULATION, CUSTOMER PORTFOLIO ANALYSIS AND MANAGEMENT THE 3 KEY POINTS](https://gwam.ch/media/word-image-28-150x150.jpeg) We have high standards of transparency and professional fairness. Legally diversifying investments territorially by opening a bank [account](https://gwam.ch/aprire-un-conto-in-svizzera/) in Switzerland [https://gwam.ch/](https://gwam.ch/) with administrative power of attorney to Gwam for asset management adds an additional service https://gwam.ch/come-aprea-un-conto-in- switzerland-and-transfer-money-legally-to-the-most-convenient-and-secure-bank / to your relationship network. #### **CUSTOMER PORTFOLIO ANALYSIS** Contact us directly from our website via chat, contact form, by phone or by visiting us physically in our offices in Chiasso, if you are interested or simply want to know more. We are at your disposal to deepen every relational theme to create a simple, linear Family Office with you, with dedicated professionals for every need of yours and your relational network, to create and develop a customer portfolio. The relationships consolidated in Goodwill Asset Management SA have a value that is recognized over time. #### **DEFINITION OF CUSTOMER WALLETS** Set your professional values ​​and priorities for the work you do! If you really want to do your client’s good. If you agree that your real share capital is the customer. If you are aware that the customer is looking for four essential principles: **Seriousness**: there is too much. We immediately accept the bet that coming to know us yourself you will realize it. Seriousness does not mean seriousness or being bearded, but it means defense and awareness of one’s professional, ethical and sustainable principles; it means appropriate attitudes and consequent behaviors that always correspond to the principles declared and shared with collaborators and especially with customers. If you understand what I’m talking about and you like this: I WANT YOU! **Security:** we are managers without possession of means. Money and clients’ assets must be deposited with a Swiss banking institution in an account directly in its name, that is, to the person who is the beneficial owner. You also understand that, today more than ever, the Swiss Bank is further synonymous with security! A further corollary of Security is the fact that we do not do any reprocessing of customers’ bank statements. In a transparent and secure way, the customer, through his online banking, at any time, and anywhere in the world, in [real time](https://gwam.ch/grafico-in-tempo-reale/), can access his banking position without any reworking. If you understand what I’m talking about and you like this: I WANT YOU! **Liquidability:** the assignment that the customer gives us is a fiduciary assignment, technically an administrative power of attorney for the execution of operations on his bank account. From this it follows that in the event of a request for divestment / withdrawal, even partial, in two days the customer is liquid! If you understand what I’m talking about and you like this: I WANT YOU! **Return:** we know how difficult it is to talk about financial return. The customer certainly expects it as if it were a simple due act; the manager chases him as if he were a prey to be taken at all costs and by all means and it is there that often the hunter’s anxiety makes choices that are not adequate for the client’s needs. Here in Gwam you will find two simple but clear and above all iron rules: First, we only invest in stocks and bonds of listed companies with very solid Fundamentals and after careful and deep and prolonged analysis of the company data, their strategies and the soundness of their management with an adequate time horizon. Second, the real cost to the customer must be appropriate to his revenue. Therefore, an “Absolute” High Water Mark [Performance](https://gwam.ch/performance-certificata/) Fee is applied annually! Only if the customer earns with respect to the paid-up capital or the peak of results achieved in previous years, will he pay a performance fee!! If you understand what I’m talking about and you like this: I WANT YOU! #### **CUSTOMER PORTFOLIO EVALUATION** You are a banker, a hunter, a freelance [https://it.wikipedia.org/wiki/Freelance](https://it.wikipedia.org/wiki/Freelance), an [ordinary](https://it.wikipedia.org/wiki/Freelance) person with a network of knowledge, with us you can enhance them, with us you can expand your knowledge and skills and we expand the ours with you. Goodwill Asset Management SA values ​​your future always on the customer’s side in full respect of your prerogatives. We have a wide range of services that can expand thanks to you and at the same time satisfy the needs and requirements of your customers, friends and your entire relationship network. All of the above is also and above all true if instead you are a direct customer and you want to compare yourself with us for a simple “free” professional evaluation of your portfolio, whether you are the manager of yourself or you take advantage of the work of one third. If during reading you were struck by something in particular and therefore you find a comparison with us useful for you and above all for your heritage, write to us, call us, come and visit us. Everything you submit to us will be assessed with confidentiality and professionalism and the outcome of our analysis will be shared with sincerity and frankness in accordance with your priorities, in order to give you all the useful elements for your personal correct decision regarding your assets or to your knowledge network. **Contact us and manage with us the customer portfolio and your future enhancing it!** This page has been translated by Google to give you the best possible reading experience. For further information, you can reach us by email and possibly make an appointment directly at the office, where you will be welcomed by [Gwam](https://gwam.ch/contatti/) employees who speak fluently and mother tongue English, French, German, Italian. — Chi scrive Goodwill Asset Management SA gestisce patrimoni su conti intestati al cliente presso banche svizzere che il cliente sceglie, offre consulenza finanziaria indipendente a parcella e assiste nella costituzione di società e nel trasferimento di residenza in Svizzera. Sede a Chiasso, Canton Ticino, a 250 metri dalla stazione e dalla dogana. Questo testo ha finalità informativa e non costituisce una raccomandazione personalizzata di investimento. *Autorizzazione FINMA* **F01290346**verificabile sul registro pubblico dell'autorità Continua ## Altri approfondimenti [Tutti](https://gwam.ch/approfondimenti/) [ ### Le banche svizzere e la sicurezza dei depositi: come si verifica Cosa protegge davvero i soldi su un conto svizzero, fino a quale importo, chi lo garantisce e dove si leggono i numeri di una banca senza chiederli a... ](https://gwam.ch/le-migliori-banche-in-svizzera-per-sicurezza/) [ ### Trasferimento di residenza in Svizzera: le regole che la determinano La residenza fiscale non si sceglie dichiarandola. 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