Services

Asset Consolidation

  • Asset consolidation
  • Establishment of a transparent asset overview that serves as
    • Basis for the analysis and implementation tool for investment decisions
    • Basis for consolidated liquidity and currency management
  • Close collaboration with our client’s legal and tax advisors
  • Monitoring and reporting
  • Coordination with involved custodian banks
  • Periodic analysis of the portfolio structure and performance
  • Constant monitoring of the cost effectiveness of the involved service providers
  • Suggestions for improvements