ASSET CONSOLIDATION

You work with several banks. You have numerous interactions for your financial and non-financial assets.

• What about getting more clarity on all these assets?
• What about getting a global picture of your total wealth to save time and improve planning and decisions for the future?

Pomery Capital constantly invests in its consolidation and risk analysis tools and will provide you with regular consolidated reports. These synthetic reports are always tailor-made and regularly adapted to best match you evolving needs.

With Pomery consolidation services, you free up time to enjoy life with your family and be more productive in your business.

• Better monitor your global wealth in terms of fees, performance, currencies, movements and asset classes diversification.
• Add clarity and spot possible redundancies.
• Map and manage your global risks thanks to practical outputs leading to decisions.
• See how your different portfolios complement each other.