Sunibel Corporate Services

Wealth Supervision

A service offered by  and

In the context of a holistic approach to professional advice, a global vision of the wealth situation of our clients is essential. Firstly, it allows you to have a clear view of the situation in terms of investments in bankable and non-bankable assets and securities.

Secondly, this global approach will allow a permanent readjustment of asset allocation based on the risk criteria and return expectations of our client.

 

Multi-custodian consolidation

Analysis of the securities portfolio of multiple custodian banks across different jurisdictions.
Consolidation of asset allocation, analysis of charges and performance.

Modular and customisable value-files

Since wealth situations differ, you are able to define in a targeted and personalised manner the allocation of various investments in asset classes corresponding to your objectives and wishes.

Personalised reporting

We offer to our Ultra-High-Net-Worth Individual, Family Office or Institutional clients, a tailor made reporting that caters your individual needs.

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