Our Trust Management service is aimed at organisations that manage the assets of one or more trusts. Your task is to generate a stable return over a long investment horizon, and you invest in a wide range of assets, including shares, fixed income, currencies, private equity and potentially physical assets such as real estate.
You have to provide instructive feedback to your trust's board, which may be made up of a mixture of people with extremely strong insight into the markets and others who are novices in the financial markets.
You are regularly reviewed by internal auditors to check you are carrying out stress tests on your management and that you have transparent processes for everything to do with managing the trust's assets. As part of our Trust Management service, we make your entire infrastructure digital, which is essential if you are to effectively control how every decision is made.
What does the service include?
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 using 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.
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.