Singularity Of Purpose

Exclusively Serving The Interests Of The World’s Most Significant Family Offices, SRL Global Has Earned The Confidence Of The Largest And Most Discriminating Families Globally.

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Why SRL Global?

SRL Global is independent of any financial institution and does not manage funds. We do not sell any products. Rather, SRL Global provide market leading levels of security, data control and risk management to deliver an unbiased and independent view of the family’s complete wealth picture. Governed and guided by some of the world’s most prominent and distinguished families, SRL Global’s focus, vision and commitment is firmly anchored to premium service and absolute confidentiality.

Pedigree Data Control & Operations Technology

Pedigree

Market heritage: Approaching a decade of maintaining the highest level of service for the largest family offices in the world across 14 countries worldwide.

Portfolio complexity is the norm: Supporting diversified operational structures with multiple banking relationships and complex on-shore and off-shore structures.

Safe: Audited independently and annually, SRL Global pride ourselves with best-in-class security systems, processes and confidentiality standards that surpass those of global private banks.

Institutional grade: Designed specifically for sophisticated asset management firms, reserved exclusively for Family offices.

Data Control & Operations

Quality in, clarity out: We believe integrity and accuracy are the cornerstones of effective investment. SRL global blend people, process and technology to deliver an unbiased and independent view of the family’s complete wealth picture.

Single source of truth: With a client-specific investment data hub at its core, the technology acts as a single touch-point for all investment information. All asset classes, managers, custodians, currencies and entity structures are aggregated, reconciled and reported.

Flexible: Multi-perspective reporting and analytics provides both aggregated and disaggregated views (slice and dice) across complex holding structures, portfolios, strategies, family members and time.

Continuity: Ensure client knowledge is not held only in the hands of a few key staff—our platform enables business continuity no matter the circumstance.

Technology

Usable: Built with user interaction, customization and mobility top of mind, our online portal is industry leading in its design and features.

Scalable: Multiple layers of technology and services create a robust, scalable and future-proof investment management platform.

Evolving: New investment challenges drive our rapid, continued development to help clients see new risks and realities.