As a leading wealth management firm, we offer proactive expert advice and comprehensive capabilities including financial planning, investment management, private and business banking, trust and estate services, philanthropic advisory, online services and family office solutions.
- Support from experienced professionals to help you design a custom reporting package and interpret results
- A broad range of analysis, from rates of return and asset allocation reporting to benchmark comparisons and attribution analysis
- A full suite of attribution tools - policy, risk adjusted, fixed income, global equity and stock level
- Online access to daily unaudited data and monthly and quarterly reporting packages
- Ability to view analysis from the total programme level to the security level for a single portfolio or across a group
- Integrated proprietary performance and accounting technology utilising a single global platform, to support efficient and accurate data transfer
|Click here to email this page|