Family Office
Never before have there been so many entrepreneurs and wealthy families in the world. Is your organisation one of the few trusted to help these people?
Do you assist an entrepreneur, who has a large part of his or her wealth locked into one or more companies, that sooner or later will be converted into private wealth? Or do you help a wealthy family to safeguard its capital using a diversified investment strategy involving multiple asset classes and risk exposures?
Family Offices Service
Our Family Office service is aimed at organisations that manage a small number of very sizeable mandates. Your clients' return requirements have a long-term investment horizon, but their short-term focus is on preserving the value of their holdings.
This means you manage numerous different asset classes with a wide geographic spread, and you may also manage physical assets such as real estate and art. This requires feedback of high quality to your clients. It is essential for them to understand what contributes to the overall return over both the short and the long term.
What does the service include?
Client Relations Manager
Client and prospect management. Gather all the information you have acquired about your clients via KYC questionnaires and other documentation. Also, monitor which services the client buys from you.
Finance
Accounting records according to your chosen chart of accounts. Export the records via SIE export to a bookkeeping system.
Publisher
Publish market information and monthly reports to your clients. Manage information in your own online portal for your clients.
Business Intelligence
Analyse your overall investments with the help of drill-down and carve-out functions.
Measurements
Calculate risk and return at different levels of aggregation or using different methods.
Compliance
Monitor compliance with the regulations you have drawn up for your business.
Management
Analyse what drives your business forward by measuring earnings and changes in assets under management.
Business Services
If you want us to lighten your load, we offer administrative or regulatory services that involve Centevo’s employees providing you with Business Services
Market data
We offer price and securities information through our sister company Oslo Market Solutions
Why choose Euronext Centevo?
We are Euronext Centevo: A company that develops its offer and services at a rapid pace, driven by its clients' agendas. We also have a stable owner in the form of the Oslo Børs VPS Group, meaning we will be able to continue developing services at speed over the long term. Our digital services platform is revised and updated continually.
Euronext Centevo is a comprehensive service provider of both digital and business services. Our back office support makes you feel as if you are working with your own colleagues who are just in office next door, with everything happening in real-time in your web browser. We can cover the entire process from digital KYC through to interface to your client's custodian, with interfaces to all relevant Nordic financial institutions and the major institutions outside the Nordic region.