Our client is an Ultra High Net Worth client seeking consolidation of reporting on a large portfolio of accounts, real-estate, and non-financial assets.
/ The challenge
With more than 15 bank accounts, along with a portfolio of real-estate and non-financial assets, our client was spending a lot of time manually reviewing their portfolio, resulting in a limited ability to analyse the performance of their investments.
/ Our solution
Capital Code was able to implement a real-time asset management solution that offered the client complete visibility of the performance of their investments. We started the process by creating a global wealth map for the client, including details of all their financial and non-financial assets, as well as personal assets and any held in trusts, holding companies, and any other legal structure. All assets and liabilities (loans, mortgages) were entered into our global reporting tool, with real-time links to accounts.
By building this picture of the client’s overall wealth, we were able to provide them with a performance overview by asset, sector or geographic exposure, as well as any risk positions on their portfolio. As well as allowing more in-depth analysis and eliminating manual and time-consuming process, the solution gave the client access to the information required to make informed investment decisions.
/ The result
Our solution provided the client with a structured overview of their investments, allowing them to simply monitor their portfolio in real-time. This gave the client access to the information they required to make more informed decisions and protect their future wealth.
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