Supporting a Brazilian Family Office with Scalable Investment Administration

We are pleased to welcome a new client—a distinguished family office based in São Paulo, Brazil. Currently operating as a single-family office, they were looking for a setup that could bring structure and clarity to their investment administration while offering the flexibility to grow.

From the beginning, we worked closely with them to understand their specific needs: a solution built on efficiency, transparency, and scalability for the future. With investments placed both onshore and offshore, through Brazilian banks and their international affiliates, it was essential to build a framework that could consolidate information across jurisdictions and provide a clear overview.

We now support them with daily updates, consolidated reporting, and a reliable accounting setup—giving them full control while simplifying the complexity of their investment structure.
Looking ahead, they aspire to expand into a multi-family office, and we’re proud to provide the foundation that supports that ambition. We look forward to being part of their continued journey.

Building Operational Foundations for a New Nordic Investment Fund

We are pleased to support a new investment fund during its formation phase, providing the full administrative infrastructure needed to ensure a sound and reliable setup from day one.
The fund places great emphasis on doing things properly—establishing solid processes for valuation, reporting, and investor handling from the very beginning. As part of our engagement, PandaConnect will handle NAV calculations, shareholder registers, and fee models including high-water marks, ensuring transparency and consistency throughout.
Our role is to deliver the operational backbone that enables the fund to focus on investment strategy, while maintaining full control and oversight through structured, independent administration.

We look forward to supporting the fund with a dependable and professional platform as it moves into operation.

A Central European Family Office Chooses PandaConnect

We are pleased to welcome a Central European Single Family Office as a new client. With roots in Austria and a background in long-term business ownership within construction materials amongst others, the family office was looking for a structured and reliable investment administration solution.

Their focus is on maintaining a clear overview of their financial assets across entities and custodians—supported by daily updates, consolidated reporting, and accurate accounting.

The decision to engage PandaConnect was based on our ability to deliver an independent setup, tailored to the specific needs of family offices with complex structures yet lean organisations.

We look forward to supporting them with a scalable and transparent solution that strengthens their administrative foundation.

Supporting an Experienced UHNW Investor with Investment Administration

We are pleased to welcome a new client from the ultra-high-net-worth segment who has previously worked with PandaConnect in connection with another client. Based on that experience, he has now chosen to use our services for his own investment structure.

With a relatively simple portfolio, the focus is on maintaining accurate accounting and clear reporting. Our independent setup ensures that administrative tasks are handled efficiently and with the level of transparency required for full oversight.

We look forward to supporting him with a reliable and well-structured solution tailored to his needs.

Strengthening Investment Administration for a Cambridge College

We are happy to welcome a new client, a well-known Cambridge college with centuries of academic and financial tradition. As one of the university’s historic institutions, the college has carefully managed its endowment to support its long-term mission. Ensuring a well-structured and transparent approach to investment administration is essential to maintaining financial stability and supporting future generations.

The decision to engage with PandaConnect was influenced by the experience of key individuals who had previously worked with our solutions and services, as well as our broader expertise in supporting colleges and endowments. With our in-depth understanding of the unique requirements in this space, we offer a tailored solution that ensures clarity and efficiency in the management of their investments.

 One of the key benefits of working with an independent investment administrator is the ability to maintain an arm’s-length structure, ensuring clear oversight and control while allowing investment decisions to remain fully in the hands of the college and its advisors. This setup provides transparency while reducing the administrative burden on internal teams.

 An important aspect of our service is delivering consolidated reporting that meets the requirements of the investment committee. By structuring and presenting data in a way that aligns with their governance framework, we help provide a comprehensive overview of assets, risk exposures, and performance—enabling well-informed decision-making.

 We look forward to supporting the college with a reliable and effective investment administration solution that fits their long-term needs.

A Danish Family Office Chooses Full-Service Investment Administration

We are pleased to welcome a new client, a Danish family office led by a father and members of the next generation, who have chosen PandaConnect to support them with a comprehensive investment administration solution.

With a well-diversified portfolio, they were looking for a full-service setup that could bring structure, transparency, and efficiency to their investment oversight—without requiring additional internal resources.

By taking advantage of PandaConnect’s services, they gain access to daily portfolio updates, consolidated reporting, and a reliable operational setup tailored to their specific needs. Our independent position ensures a clear separation between administration and investment decisions, supporting governance and control at arm’s length.

We look forward to supporting the family office with a trusted and scalable solution that helps them manage their investments with clarity and confidence.
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Enhancing Investment Oversight for a historic Cambridge College

We are pleased to welcome a new client, a historic Cambridge college with a strong academic tradition and financial foundation. Founded in the 14th century, the college has long been committed to excellence in education and the responsible management of its assets.

As part of their long-term financial strategy, they sought a solution that could provide structured oversight and reporting across their investments. With a diverse portfolio and a focus on efficiency, they required a setup that ensures clarity, adaptability, and long-term stability.

The selection was based on our strong experience within the Oxbridge college world, our existing client base in this space, and our ability to carefully handle the fine referrals we receive. We look forward to supporting them with a tailored and reliable solution.

Welcome to our new client – A Family Office Focused on Simplicity and Security

We are pleased to share that we have begun a new collaboration with a Nordic Single Family Office, supporting them in managing and administrating their diverse portfolio. This client, whose wealth is rooted in the financial world, brings a keen understanding of the importance of a well-structured, reliable setup and top-tier service—values we are dedicated to upholding.

With a strong focus on simplicity and security, they sought a solution that ensures efficient daily operations without unnecessary complexity. A proven track record was a key factor in their decision, as they wanted a trusted provider with experience in delivering stable and effective investment administration solutions.

Through this agreement, we’ll be providing daily updates and comprehensive reporting across their assets, ensuring secure, efficient, and transparent oversight. Our goal is to provide them with a seamless, secure experience that enables them to monitor and manage their financial landscape with ease and confidence.

We warmly welcome our new client and look forward to a successful and trusted partnership, dedicated to supporting their unique goals and values.

Brazilian Family Office from the south, has chosen PandaConnect as a partner

We are happy to announce that a prominent family office from southern Brazil has chosen PandaConnect as their strategic partner for investment administration. This decision comes after a thorough evaluation, with PandaConnect being selected for our ability to handle both onshore and offshore portfolios across various banks and investment classes.

The family office’s choice was strongly influenced by the positive references from our existing Brazilian clients, reinforcing the trust we have built within the region. Our cooperation follows a careful process in which trust was gradually built throughout 2024, allowing the family to feel confident in selecting us as their long-term partner.

We are proud to add another distinguished Brazilian family to the list of clients we work with, and we look forward to providing them with the same level of exceptional service and expertise that we offer all our clients.