Crescendo Capital
Crescendo Capital
Crescendo Capital

Consolidation & Reporting

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Consolidation & Reporting page

At Crescendo, we believe in long-lasting relations with our clients, which are nurtured through time and by understanding each other.

To better advise our clients, it is important for us to have a global picture of their assets and consider different factors, which might have an impact on their portfolio.

To better advise clients, it is essential that we understand their needs and that they understand how and why we take these investment decisions.

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Services

Key Services





  • Consolidation of Assets

  • Reporting

  • Research

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Consolidation & Reporting

Our proposed solutions include:

  • Receipt and safe keeping of bank correspondence

  • Verification of portfolio charges by custodian banks to ensure agreement with terms

  • Preparation of consolidated and comprehensive portfolio reports showing, among others, performance statistics, positions held, liquidity balances and account transactions across entire portfolio

  • Advisory discussions on portfolio optimization and advice on global exposure

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Consolidation & Reporting page

List of Services

Our back office provides daily reconciliations with many of the top leading custodian banks for orders, payments, prices, trades, NAV and performance. This directly feeds into our reporting system and results in a full integration of information on an institutional class system.

Our Investment Office regularly shares research and insight regarding the current macro-economic landscape. This includes new investment trends, market outlooks and daily newsletters to stay up to date with the world’s financial affairs.

Write to us if you have
any questions

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