Our integrated and individualised supervision service rests on an intimate understanding and an accurate analysis of each of our client’s wealth situation. As a result, we are able to adjust our offering to your investment objectives.
A service offered by Business Data Integrator and Sunibel Private Services.
In the context of a holistic approach to professional advice, a global vision of the wealth situation of our clients is essential. Firstly, it allows you to have a clear view of the situation in terms of investments in bankable and non-bankable assets and securities.
Secondly, this global approach will allow a permanent readjustment of asset allocation based on the risk criteria and return expectations of our client.
Analysis of the securities portfolio of multiple custodian banks across different jurisdictions.
Consolidation of asset allocation, analysis of charges and performance.
Since wealth situations differ, you are able to define in a targeted and personalised manner the allocation of various investments in asset classes corresponding to your objectives and wishes.
We offer to our Ultra High Net Worth Individual, Family Office or Institutional clients, a tailor made reporting that caters your individual needs.
Our team has the required capabilities and skills to support you in keeping your accounting, as well as your tax, in accordance with the legal obligations in effect.
Whether you are looking to recruit, manage your people, structure your company’s Human Resource, or plan for future growth, we can provide you with the experience and capabilities you need to achieve your business objectives.
You have just started your activities or have been serving customers for a while, but do not have a well-established brand? We help you in its development.