Transparent reporting

Our state-of-the-art technology platform helps us to address your needs for the highest standards of transparency, accessibility and the safekeeping of your financial information.

One of the reasons clients come to us is for the transparency of reporting we can provide on their investment portfolios, including detailed performance attribution across asset classes, geographies and currencies, down to each individual position. We produce reports which our clients can use to file their tax returns across a range of jurisdictions.

The clients we serve are increasingly mobile and increasingly global. Many of the families we work for have members residing in different countries.

Our technology provides a single view of all your assets, across multiple jurisdictions – and, if need be, even those held with other banks – that can be securely accessed any time of day or night, anywhere in the world.