Key Challenges For Family Offices

There are a number of examples where families have unnecessarily lost a significant portion of their wealth in the absence of effective reporting controls. In an age of technology, this is increasingly being viewed as the single greatest threat to family wealth. The added issues of complicated investment portfolios and more sophisticated strategies and investment vehicles, has made it even more difficult for asset owners to manage their combined risk.

Solution

The need for total transparency, consistent information, data integrity, quality and an in-depth consolidated view of a whole portfolio, is becoming essential for making informed investment decisions at the combined portfolio level. Previously the preserve of the bulge bracket investment firms, SRL Global brings this solution direct to clients.

More than just the innovative design and cutting-edge solutions, it is the unique combination of SRL Global people, process and technology that make our comprehensive service possible.

Where Invested?
Drivers of aggregate performance?
Understanding combined risk?

Icon 1Complex asset portfolios
Icon 2 Multiple managers
Icon 3 Complex strategies
Icon 4 Fragmented Views
Icon 4 Liquid and illiquid investments