Portfolio Monitoring

Value Offer

  • Permanent Watch & Factual Reporting. Improved Control of Assets.

  • Tailor-made Scope: Regular Asset Review, Performance Monitoring, Documentation, Waivers Management, Representation Assistance, KYC, Back Office…

  • Local Knowledge & Adequate Professional Relationships.

  • Transparency & technological solutions.

Adding Value

  • Outsourced efficiency: Tailored services enable the client to focus on its core businesses

  • Time Savings. Filtered and synthetic information.

  • Large list of services to meet all client’s needs. Global solution.

Contacto Portfolio Monitoring :

Hugo Ruiz
+34 91 904 26 16

Benoit Lenoir
+34 91 904 26 15

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