Client consolidation report
As well as listed assets, this type of spreadsheet can include private equity holdings and other unlisted investments. Data can be updated quarterly or bi-annually.
The aim is to provide a clear overview of a client's wealth when assets and accounts are held in various banks and on several platforms. I can tell you which parts of your portfolio are having the most impact on overall performance and explain the reasons why, giving you the knowledge you need when making important asset allocation decisions.
Here is a link to an example of a client consolidation report.
Corporate information report
Thinking of investing in a company and want to understand it better? Annual reports produced by Investor Relation departments are too long, too complicated and give a one-sided picture of a company. Broker reports almost always say Buy or Hold. My reports include succinct, up to date, unbiased information that helps investors make better decisions, reduce risk and improve their chances of success. So why not give yourself an advantage?
Here is a link to a sample of a corporate information report.
Still not sure if I can help?
Everyone is different and has different needs. Please get in touch. A conversation costs nothing, but it may be the most financially-rewarding thing you ever do.
Email me at [email protected] or call (+33) 06 17 41 51 61.