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KEEPING ALL THE RULES MEANS GOOD COOPERATION

Individual needs regarding the management of the universe of assets are simply infinite. That's why we clarify needs carefully with each individual client and define the rules of categorization and formatting.

 

These guidelines are sacrosanct to us. We follow them strictly in daily execution, and keep them under constant, multidirectional review.

 

The accuracy and completeness of our valuations are also thoroughly monitored, on a daily basis. As client-specific parameters are adaptable on request at any time, each individual client's securities portfolio generates a significant advantage.

Consolidated viewpoints
Flexible, individual reporting
Uniform securities portfolio