Asset Consolidation and Reporting
Wealth naturally generates a diverse array of assets in different jurisdictions, all of which need to be accounted for and efficiently deployed. Whether it is stocks or art, planes or real estate, or any other assets, our consolidation and reporting services allow clients to view their portfolio across several different custodian banks and beyond.
Our clients can easily and securely access their portfolios online or on a mobile device, with the ability to provide user-friendly tailor-made reporting to suit individual needs. We provide cost, risk and benchmark control monitoring, and ensure investments and charges are correctly reflected and booked with the various custodian banks.
Transparency and precise consolidation of holdings are invaluable tools for families to plan and develop their distinct strategies to optimize wealth generation. Sartus is there to help each step of the way.
