What we offer

WHAT WE OFFER

Monitoring Services

When asset monitoring is good governance.

Monitoring or supervision of assets is relevant for non-profit organisations, foundations, or in general any kind of organisation entrusted with sizeable financial assets, but that does not have time or resources to monitor them closely.


This could also apply to families that own a range of securities accounts, unlisted assets (private equity, private debt, real estate) and family shares.

Periodic review of investments presented in a clear and consistent way.
Consolidation.
Performance analysis (attribution and benchmarking).
Fee overview.
Asset allocation
advice.
Portfolio restructuring.
ESG reporting (Environmental – Social – Governance).
Periodic review of investments presented in a clear and consistent way.

Consolidation.
Performance analysis (attribution and benchmarking).

Fee overview.
ESG reporting (Environmental – Social – Governance).
Portfolio restructuring.
Asset allocation advice.

Would you like more information ?

Share by: