Wealth reporting

The key to intelligent and sustainable decisions is a reliable and current overview of your assets. This will create the transparency and comparability necessary to identify problems, potentials and the need for optimization at an early stage and will enable you to make the right decisions.

Philanthropy

Knowledge that creates your wealth

We work with a well-known tax consultancy and auditing company to draw up your individual reporting concept. This gives you the opportunity to make competent decisions from the perspective of your entire wealth and in accordance with your wishes. In addition, the reporting service relieves you of a large number of time-consuming and administrative tasks.

The comprehensive report on your entire fortune – development, performance contributions and the services provided by your asset manager, is complemented by reports on billing control, tax documentation and correct accounting. Special reports focusing on a single segment of your portfolio, for example private equity, are naturally also available.

We monitor the work of your asset manager, check condition contracts and support your communication with your banking and finance partners, particularly with regard to periodic statements of accounts.

Thanks to asset monitoring by HSBC, your wealth will benefit from professional supervision, making it possible to recognise risks earlier, identify weaknesses sooner and exploit yield potentials more quickly. 

Please note the information/risk warnings provided in the legal disclaimer.