What I do.
I can provide, or assist with the provision of, the following services.
Portfolio & banking-related services
(For clients who manage their own investments)
- Consolidated reporting of bank accounts, investment portfolios, private equity holdings
- Continuous monitoring & checking of transactions, income, bank fees, exchange rates
- Mapping of income and outgoings
- Monitoring news flow for companies and funds you are invested in
- Security price action monitoring
- Company research reports for potential new purchases
- Liaising with shareholder services
- Liaising with banks
- Negotiating with banks on the client's behalf
- Analysis of bank investment proposals
- Assistance with fund selection
- Due diligence for business and investment projects
- Independent risk analysis
Family office/personal assistant-style services
(I have experience of, and can assist with, the following activities)
- Management of cash flow: income & spending
- Many tax-related matters (UK, France)
- Insurance policies - obtaining quotations, handling claims, renewals, declarations
- Managing vehicles (arranging servicing, storage, transport, insurance, sale/purchase)
- Sale/purchase of boats and cars (including analysis of financing options)
- Setting up a business/company structure (France, Monaco)
- Management of a French business structure
- Cross-border tax and legal matters
- Currency purchases/sales
- Rental property-related: inventory, leases, renovation work (France, Monaco)
- Property purchases/sales
- Coordination of lawyers, accountants, real estate agents, bankers, notaires
- Translation (French-English)
- Resolving banking problems and disputes
Please get in touch if you'd like assistance in any of these areas or if you have any enquiries regarding similar matters.
Richard McCreery.
[email protected]
(+33) 04 93 57 08 41
(+33) 06 17 41 15 61