After an assessment of the client's needs in terms of risk tolerance and performance expectations, Crescendo Group proposes a strategy which includes: the type of mandate, management objectives and asset class guidelines.
Together with the client, we establish a tailored-made portfolio and allocate assets in such a way as to fulfil the clients needs and objectives. A clear and detailed wealth management report is produced on a monthly basis and addresses all aspects of the portfolio to include asset allocation, forex allocation, performance and performance attribution, transactions, flows, positions.
In our quarterly management report, we review asset and forex allocation, portfolio performance, main transactions and projected investments. We can schedule quarterly meetings/conference calls at the client demand.
We ensure accurate and timely execution of administrative services by coordinating the activities of client service, operations and administrative personnel.