We prepare customised analytical reports that consolidate all your investments to give you an overall view of your assets.
Consolidating all your assets, wherever they may be
To allow you to perform a multifunctional analysis of your wealth as a whole, we compile consolidated reports that group together all your banking and non-banking assets (real estate, businesses, collections), regardless of their depositary or location.
“The right decisions can only be made by taking an overall view.”
Depending on your requirements, we prepare a customised report to offer you an overview of the current state of your assets and an analysis of the allocation of your total wealth and its performance, while verifying compliance with your investment constraints