To lawyers, consultants – trustees, directors or officers – or professionals in the field of asset protection and wealth management, we offer an investment controlling and monitoring mandate as to assist and support them in their fiduciary duties.
Being seasoned investment managers, we are well versed and equipped to monitor portfolios and perform such specific reviews and know, where to look as to spot possible inconsistencies or uncompliant investments.
The findings will be reported in an executive summary, which is sent to the contracting party in the requested periodicity.