An investment health check is often performed in advance at reduced rates to test the general status of the investment positioning and consequently the need of future consolidated reporting and wealth monitoring services. The check can already be performed on the basis of a limited number of data and will provide a clear impression of the current status including actual versus perceived investment exposure, asset management mandate compliance, risk exposure, asset manager activities, performance valuation and overall fee levels.
Salvum is currently providing these services to trustees and fiduciaries, wealth planners and asset managers and private client advisors, who have integrated this as an indispensable information and risk management component of their respective businesses.