Our clients can benefit from customized reports, which give them a better understanding of their current asset allocation than the traditional bank statements. In addition, we also have the capabilities to display the wealth and performance of clients with more complex asset structures (i.e. several custodians and/or non-bankable assets) in a consolidated manner.
Further, we have a deep understanding of various tax regimes, allowing us to control and correct tax reports or deliver the necessary information if custodian banks exhibit significant shortcomings in that matter. Moreover, the laborious process of reclaiming withholding taxes can be delegated to one of our trusted partners.