When your institution or family office has complex assets, our fiduciary manager can take a lot of work off your hands. You remain responsible, but fiduciary management gives you the peace and time to focus on your mission.
We adapt our services entirely to the situation and requirements of your institution. This usually begins with the development of a professional asset policy, including a clear governance structure. We record this in an investment statute. Only when this is correct do we advise you about an optimum situation for the management of the assets.
You will receive a consolidated report in accordance with Guideline 640/650 on a monthly or quarterly basis. In this report we give complete insight into the returns on the total assets and per mandate. Further, we monitor whether the asset managers act according to the agreements made and we guide a possible selection procedure for a new asset manager.