Consolidating Bank Statements & Asset Management Review

Bank statements usually have many pages, each bank with its own format and own terminology to define the asset classes. Our service consolidates all monthly bank statements into a monthly one page report for making your asset situation clear at a glance.

In addition, we propose regular meetings (either face to face, by phone, by email, by FaceTime, etc.) for your asset management monthly review. By referring to world indices such as MSCI, we analyse your investment performance and propose the best strategy to manage your asset for a long term.