Complexity to Control
Having accumulated assets over multiple generations and from different sources, our client has significant financial holdings across the UK, Europe and the USA.
What do we have? What is our strategy? Where are there opportunities to create value?
Clarity and Strategy
The family is knowledgeable, sophisticated and has relationships with several global custodians. However, the overall portfolio had become difficult to manage on a day-to-day basis. We consolidated and streamlined the holdings to provide a global view, a clear strategy and a simplified approach.
A global perspective
Saranac Partners acts as a private office to the family, providing consolidated reporting, analysis and insight on the whole of their global asset base. Furthermore we manage and advise on the UK assets on both a discretionary and advisory basis.
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