Clear up-to-date overview of all assets at any time
- Liquid investment portfolios with the banks
- Integration of any other assets such as art, real estate and pension schemes
Simplification
- Elimination of over-diversification and fragmentation
- Removal of hidden investment duplications
- Cash management control
Cost efficiency
- Avoidance of fees for superfluous investments
- Avoidance of paying twice for the same thing
- Avoidance of paying for non performing over-diversification
Performance enhancement
- Strict analysis of managers performance contributions allow for optimal asset management allocation
Transparency
- Receiving an overview of your actual investments versus perceived investments
- Overview of the actual fees, charges, taxes and commissions being paid including manual analysis and disclosure of opaque fee charges
Reduced risk exposure
- In-depth analysis unveils hidden risks that needed to be addressed
- Eliminating risks that do not contribute to the performance
Regaining overall control
- Transparency and control of costs, risks and performance puts you back in the driver’s seat