Our Wealth Reporting team delivers regular investment analysis to individuals and families, consolidating their entire net worth, delivering information in a clear format, regardless of the complexity of their assets. Report types include wealth consolidation, investment performance, and expenditure analysis and management accounts.
By applying the same measurements, standards and independent valuations across the portfolio, the result is an impartial view, autonomous from the investment making process. Being committed to capturing information at the granular level is vital to see the whole picture.
Our clients are typically Ultra High Net Wealth (UHNW) individuals or families, each of whom are unique and receive a precisely tailored service.
Day to day work will encompass:
The candidate will:
Areas that will differentiate the candidate: