REPORTING

You expect meaningful information about your entire portfolio


The reporting module gives you complete documentation with management-relevant information about the structure and development of your assets. Moreover, the consistently prepared reports serve as an efficient controlling tool.

Consistently prepared data enable a transparent comparison in relation to income, risk and costs as well as the performance of your asset managers. The customised and meaningful reports contain management relevant information about the structure and development of your investments as well as an assessment of the achieved investment results.

Find out more by watching the video below.

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YOUR BENEFITS

Our reports provide you with management-relevant information about the structure and development of your assets

 

  • Periodical evaluation of the individual portfolio and the consolidated wealth
  • Consistent valuation methodology and clear presentation
  • Increased transparency through benchmark and peer-group comparisons as well as attribution analysis
  • Breakdown of the indirect investment products
  • Quantitative analysis of income, risk and costs
  • Consideration of non-listed assets in the consolidation

YOU RECEIVE

Accurate, timely and comprehensive information for your decision making in a dynamic financial market environment

 

  • Complete investment reports with clear presentation of the asset structure
  • Short report with all important key performance indicators, control results and comparisons
  • Consolidated financial statements as well as statements for the individual portfolio with details for each investment
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Steer a safe
course using
our instruments

Overview

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analyse-icon Analysis

You would like to know how your investments are performing.
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beratung-icon Consultancy

You would like to achieve sustainable investment success.
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ueberwachung-kontrolle-icon Monitoring and Controlling

You aim for maximum security and the highest possible transparency.
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berichterstattung Reporting

You expect meaningful information about your entire portfolio.

Family Office Services

You are looking for a partner who specialises in tax arrangements for corporate successions and asset structures, succession and generation management, and provides advice on organising and structuring family offices?
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WE TAKE A LOOK
OVER THE HORIZON
FOR YOU