The management of family wealth requires a global understanding of your financial as well as your non-financial assets. By using the latest technology, we are able to provide you with a consolidated picture of all of your assets through fully customised reports. Our solution is an essential tracking, checking and forecasting tool which is completely independent of managers.
Our goal is to provide you with a consolidated global picture of your financial and non-financial assets to help you take the right decisions swiftly. Our guiding principles are total transparency, personalisation and objectivity.
Head of Client Reporting
Our solution covers financial and non-financial assets including real estate, art, yachts, aircraft, car collections, etc. We can also take into account assets deposited with your other partners to produce a consolidated view of your wealth.
We work with you to build the best reporting solution for you, from selection of the information required to the choice of colours used.
Objectivity and transparency are two of our basic rules. Performance calculation is independent of the asset managers and perfectly in line with market standards.
We work with a particularly high level of detail and can show the impact of each security on overall performance or see the consequences of a rise in the dollar against the euro on your portfolio. We add new features each quarter to meet every need with an exemplary level of quality.