We will be your risk manager, negotiator and performance/benchmark controller. Prior to create an investment strategy, it is crucial to have an accurate global picture of the family’s wealth. Optimal monitoring depends on a clear reporting system that can illustrate all the components of a complex set of family holdings, providing detailed information in an easily understandable way.

We have achieved this by leveraging the capabilities built for our institutional client base and have integrated a number of systems and processes to provide a seamless solution for our UHNWI clients.

We provide you with a condensed, transparent and customized overview of your financial assets (cash, deposit, equity holdings, bonds, funds, HF,…), your tangible assets (non-listed company holdings, real estate, property, art collections, car pool, yachts and airplane,…) and your intangible assets (title on rights, title on patents, human and social capital,…).

Such up-to-date reports are constantly available and if requested, thanks to outsourced specialists, we can provide real estate property valuations with the accreditation of the Swiss Financial Market Supervisory Authority (FINMA), certified art estimations and valuation of non listed companies. We have achieved this by leveraging the capabilities built for our institutional client base and have integrated a number of systems and processes to provide a seamless solution for UHNWI clients.

Our economies of scale is your cost advantage, because you will benefit from our strong position in term of fee schedules.

The monitoring and reporting service is also offered separately from all the other services.