Investment Oversight

Wealth Consolidation & Reporting

Wealth Consolidation & Reporting

Wealth Consolidation & Reporting

Consolidation of financial assets (liquid and illiquid) through Masttro asset management software
Diagnosis of overall financial situation and asset allocation
Quarterly analysis of performance (at portfolio level and by asset class attribution)

Banking Relationship Management

Wealth Consolidation & Reporting

Wealth Consolidation & Reporting

Cost optimization through review of banking fees (custody, management, transaction), third party manager fees, commissions, and retrocessions paid to third parties
Serve as first point of contact for the bank / financial institution(s) and coordinating contact with and advising on banking relationships
Financing optimization and negotiations on conditions (loans, credit lines, etc).
Other activities linked to maintaining bank relationships