Consolidation
Services

Wealth mapping is key to:

• Monitoring risks and exposure.
• Analysing performance and performance contributions.
• Ensuring adequacy between wealth planning and portfolio performance.

We provide our clients with bespoke reporting which are tailored to their needs, both in terms of frequency and complexity.

We generally provide:

• A short weekly consolidated portfolio review, with basic data (asset repartition per custodian, currency and asset class) and performance (see sample on the following page)
• A longer periodic consolidated portfolio review, with more granular data: performance contribution per asset class, custodian, currency, cash flow analysis, benchmarking etc.