Dealing with the complex admin wealth management details is hardly a glamorous role, but an indispensable one.
We’re happy to relieve you of duties, such as processing payments associated with your investments (e.g. transferring capital calls, or complying with reporting requirements).
We support you in setting up companies through which you can make your investments. We’ll also provide assistance with the requisite entries in the commercial and transparency registers. Organising shareholder meetings and preparing shareholder resolutions is equally part of our role. We also collaborate with your accountants, notaries and legal counsel.