Your Financial Life Is Intricate. We Look At It From All Angles.
We understand that managing global banking requirements and relationships are complex. With our in-house investment portfolio accounting and reporting team, we take the complexities out of your financial life from all angles.
Open External Asset Management (EAM) Architecture
As a LFMC, we also connect and interface with major Private Banking platforms on a global basis.The following are the types of services we are able to provide via our external asset management platform:
- Global custodial and execution services for listed financial instruments including equities, bonds, ETFs, UCITS funds, futures and options.
- Access and custody of unlisted investments in global funds and hedge funds.
- Pricing and execution of structured products and other derivatives based instruments.
Wealth Portfolio Accounting
As your singular wealth management solution, we have in-house expertise and personnel to consolidate and report on your portfolios, providing monthly reconciliation on your investments.
