Personalised Services

Consolidation & Cash Flow Management

Portfolio Consolidation & Reporting

If you own more than one portfolio, we offer portfolio consolidation based on consolidation software. A report of the consolidated accounts will be sent to you monthly.

A consolidation is an important tool for portfolio risk management as it gives an overview of the overall exposure to asset classes and helps to avoid over-exposure to certain assets.

Personal Accounting / Cash Flow Management

We help you track cashflows from income portfolios and make sure that they can cover your expenses and liabilities.

A regular call is organized to make sure you stay on top of your budget