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.
Accounting records according to your chosen chart of accounts. Export the records via SIE export to a bookkeeping system.
Publish market information and monthly reports to your clients. Manage information in your own online portal for your clients.
Analyse your overall investments with the help of drill-down and carve-out functions.
Calculate risk and return at different levels of aggregation or using different methods.
Monitor compliance with the regulations you have drawn up for your business.
Analyse what drives your business forward by measuring earnings and changes in assets under management.
Why choose Centevo?
We are Centevo: A Profile company that develops its offer and services at a rapid pace, driven by its clients' agendas. Our digital services platform is revised and updated continually.
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.