Wealth administration
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Wealth administration

You may have a large family with multiple needs and sensitivities. May hold accounts in different institutions, various trusts, and investments in real estate.

Most probably you devote much of your time to your business and do not have enough time to take care of your investment portfolios and your banking relationships.

 

As a gateway to a full suite of solutions to simplify the administration of your family wealth, we can advice on both investment portfolios and non-financial assets and projects.

We can take care of some administrative tasks and consolidate financial information. While guiding you in finding the jurisdiction, custodian bank or wealth planner that best suits your needs, we will also liaise with your lawyers or bankers and help you reduce costs.

New banking relationships

Selecting the jurisdiction, custodian bank or wealth planner that best suits your need will allow you to profit from best in class products and services. We support you in the account opening process, prepare the opening documents and negotiate favorable terms for you.
Aggregation and analysis of data

We consolidate and analyze information about your banking relationships, investment portfolios and non-financial assets. This allows the relevant information be presented in a clear and structured menner so you can make better decisions when managing your wealth.

Order management

Order preparation, monitoring and confirmation. Continuous contact with custodian bank or broker for advisory and discretionary mandates.

Account Movements

Monitoring and reconciliation of accounts movements, including inward and outward transfers, securities transactions, collection of coupons or redemptions among others.

Corporate actions

Follow-up, analysis and voting of corporate actions of the securities in the portfolios, such as as capital increases, bond repurchase offers or restructurings.

Fees and expenses

Monitoring and verification of fees charged as per tariffs agreed with custodian banks, brokers or external managers. Arrangement of institutional trading and custody fees for our clients.