Wealth Reporting and Controlling

Creating certainty about wealth

Gain clarity and control over your investments

As your long-term wealth partner, we help you optimise your portfolio and avoid expensive mistakes with a strategic overview of your investments.

Together with your wealth and investment managers, we help you look beyond your financial assets to establish a true picture of how your wealth is allocated — and to transition from a magpie portfolio to a strategic one.

And we implement the robust governance and risk management your portfolios need.

Our Services can

give you a clear overview of all your assets
create an investment governance statement
together with your wealth and asset managers oversee how your wealth is allocated
appoint the right wealth and asset managers

Simplify the complexity of your portfolio

Maintaining control over a portfolio has never been more complex — with a web of different custodians, currencies, products and relationships to consider.

We will help you answer the big picture questions, like the best way to manage your financial information.

At the same time, we make sure you get the details right — including bookkeeping for individual companies and assets.

Our Reporting Services include

investment reporting and controlling
accounting for trusts, foundations
and complex structures
tax base reporting
consolidating family wealth
cash and expenditure planning (across generations)

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