Consolidation

Consolidation gives families a clear, concise and up-to-date view of the composition of their wealth: the nature, volume and value of the assets / liabilities it comprises, the currencies represented, the geographical areas concerned and the ownership structures involved.

The analysis makes it possible to monitor the costs and other fees charged by banks, insurers and other financial services.

Our teams continuously collect, update and analyse this data to deliver a wealth and financial report at intervals agreed with the family.

These reports provide a valuable decision-making tool for steering wealth and monitoring how it evolves.

• Setting up and maintaining the dashboard
• Setting up analytical indicators
• Consolidation of portfolio performance
• Detailed analysis by type of asset and location
• Monitoring and updating of the value of securities and real estate: updated market values, analysis of performance and risks against the defined objectives, decision-making support (acquisition, sale, financing, refinancing)
• Identification, review, negotiation and control of external fees: lending rates, custody fees
• Support in determining the investment strategy and the mix of asset types making up the wealth
• Determination of available resources and implementation of financial leverage, depending on whether or not the assets concerned need to be financed or refinanced