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.
Contact Us
Sartus Capital (Genève) SA
Rue de la Cité 15-17
1204 Geneva
+41 22 317 7080
© 2021 Sartus Capital (Genève) SA - All rights reserved
The content of this website may not be reproduced, in whole or in part, without the prior written consent of Sartus Capital (Genève) S.A. ("Sartus"). This website is not intended for use by any person or entity in any jurisdiction or country where such use would be contrary to local law or regulation, and it is the responsibility of the users of this website to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdiction. In the United Kingdom, this communication is being made only to, or directed only at, persons who are: (i) investment professionals within the meaning of Article 19 of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 ("FP Order"); (ii) high net worth companies and certain other entities falling within Article 49 of the FP Order; or (iii) any other persons to whom such communication may lawfully be made. It must not be acted, or relied, upon by any other persons. Sartus operates in multiple jurisdictions and is subject to a number of regulatory regimes. Not all services discussed on this website are available in all Sartus jurisdictions. In particular, asset management services described on this website are only offered by Sartus Capital (Genève) S.A.