Wealth Reporting

We believe that good client reporting should be clear, intelligent and objective.

Our family office wealth reporting service, which capitalises on our proprietary IT systems, is fully customisable and allows us to provide clients with independent oversight and analysis of consolidated structure assets, individual portfolios and single holdings across the full range of asset classes.

As part of this service, our dedicated in-house Investment Manager Review Team has significant experience providing support to trustees and their clients, including:

  • Conducting due diligence on and selecting investment service providers
  • Quantitative and qualitative analysis of investment performance
  • Assessment of adherence to agreed mandates, with particular focus on investment risk and restrictions
  • Liability and cashflow modelling for complex family structures

Key Contacts