For this reason, we devote a significant amount of resources so that our clients have complete and consolidated information on their assets available at all times, regardless of the depositary institutions they work with. So, both the client and our team have relevant and updated information permanently available for effective monitoring of positions from any point-of-view. Given how crucial it is to have an overall view of wealth when making investment decisions, we include all types of assets into our systems: private equity, private debt, real estate, art…
In terms of training, we offer our clients, depending on their needs and type (both family groups and institutions), training based on the type of assets they invest in and these investments’ complexity. Although they can rely on our advice and recommendations, we always try to ensure that our clients have the necessary training and information to make the right decisions.