If you have several investment portfolios held at different institutions, you probably face the challenge of knowing exactly which is your overall exposure to asset classes, currencies, markets, or issuers.
Without an accurate view of your global assets and risk metrics, it is impossible to take appropriate decisions or to assess the real results achieved by your investments.
This is why we offer our global consolidation and reporting services.
When all the pieces are in place
you can see the big picture
After receiving and reviewing your statements and transaction slips from your different banks, we prepare periodic consolidated accounts, with detailed structure, performance and cost reports.
And because the returns achieved can only be assessed in light of the risks taken, our reports include sophisticated statistics.
Thanks to this consistent and detailed reporting, you will be able to take informed decisions.
If necessary, we can also recommend changes to the prevailing investment strategy or suggest wealth managers to complement or replace the existing line-up.