As investment products become more diverse, keeping track of the financially successful family’s assets and their value is becoming increasingly difficult.  This can make monitoring the family’s wealth, at best, more time consuming and, at worst, almost impossible for the family administrator or trustee.

 

We have developed systems which provide individuals and families with bespoke investment reports which consolidate their entire net worth. The asset and performance analyses within our reports are tailored to the individual family’s needs in a way that we believe is unique in the marketplace. By creating a central investment record, we can produce a variety of reports including investment value, investment performance, portfolio risk profile, income and expenditure and management accounts. Our systems enable us to present the family or its advisers with comprehensive and timely reports. 

  

The beauty of the service is the flexibility of the reporting. It can consolidate assets in any way that our clients may think about them, whether broken down by family member, entity/trust, investment provider, geographical location or asset class – the options are endless. Reports can be devised so as to look through entities to see underlying assets and split them across asset classes, by currencies or by other criteria. The system can also accommodate income and expenditure reporting, so that family members can track income and expenditure over reporting periods and monitor cash flow against historic levels or against forecasts.

 

The capabilities of the reporting system are extensive and bespoke, so that clients can cherry pick the reports which are useful to them.  We consider that our independence from the investment process means that we can concentrate on our client’s needs and monitor objectively any investment adviser’s performance.

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