Asset consolidation provides asset-related information about all asset classes on a needs-based and timely basis for our institutional client base. For over 20 years, Private Client Partners has consolidated complex asset structures comprising both listed and unlisted assets and presents these on a transaction basis. The software and system solutions we specially developed can consolidate assets flexibly, in a manner tailored to meet individual needs.
Our extensive approval procedures ensure a high standard of data quality. Automated interfaces to various custodian banks are already in place, with the possibility of implementing additional interfaces rapidly at any time.
Upon request, we can create specific management reporting and handle the associated securities accounting.