top of page
Finantial Solution

Independence between the board and the custody / financial agent;

 

Analyst experience to assess the risk, propose investments, monitor proposals;

 

Computer system integrating the various wards, investment proposals and prepare the proposed amendments in order to take instructions to be sent to custodians;

 

Uniform integrated extract enabling a reading always similar to any custodian;

 

Monitoring and preparation of associated tax to investments - Support to find solutions custodian, jurisdiction and format;

 

Customer monitoring in several jurisdictions

 

Robust communication and addressed to enable create a consultancy brand for solid and recognized market investments.

 

bottom of page