Supporting a Greek Family Office with Global Investment Oversight

We are pleased to begin working with a large Greek family office with deep roots in the shipping industry and ongoing operational activities in the sector. Alongside their maritime interests, the family office manages a broad and diversified investment portfolio.

They work with a wide range of national and international banks, making consolidated oversight across custodians and jurisdictions an important part of their setup. A key requirement was a solution capable of covering all asset classes—including liquid investments, direct holdings, and vessel-related assets—within one unified framework.

Equally important was the ability to perform detailed analysis on the liquid part of the portfolio, while also maintaining a comprehensive overview of the entire asset base, including strategic and long-term holdings. Our setup enables them to move seamlessly between granular portfolio insights and a holistic perspective.

We look forward to supporting them with a robust and scalable solution that matches the breadth and complexity of their investment activities.

Swiss Family Office with Nordic Roots Selects PandaConnect

We are pleased to welcome a new single family office client based in Switzerland. With roots in Norwegian shipping and activities across several jurisdictions, the family office was looking to replace internal manual procedures with a more structured and efficient setup.

They chose PandaConnect to provide a consolidated administrative infrastructure that brings clarity across entities and custodians—without adding complexity to their organisation.

A fast and smooth implementation was essential, and we are pleased that the setup was up and running quickly—meeting expectations and supporting their daily needs from the outset.

We look forward to supporting them with a scalable, independent solution that helps them maintain control while simplifying operations.

Supporting a Two-Generation Family Office Across the UK and Italy

We are pleased to welcome a new family office client with ties to both the UK and Italy. Spanning two generations, the family has a long-standing background in property investments and was looking for a solution that could bring more transparency and structure to their investment administration.

With a relatively lean setup, their focus is on efficiency, clarity, and proper documentation—especially around accounting and reporting. By choosing PandaConnect, they now have an independent setup that gives them a consolidated overview across entities, with the ability to manage complexity without adding internal overhead.

We look forward to supporting the family with a practical and transparent solution that fits both their current needs and future ambitions.

Supporting a new Norwegian Private Client

We are happy to have entered into a collaboration with a new Norwegian private client. They were looking for a simple and well-structured solution to support the administration of a mixed investment portfolio. With assets placed across a couple of banks, the focus was on clarity, efficiency, and ease of use rather than complexity.

The client became familiar with PandaConnect through cooperation partners already using our solution. Based on this experience and recommendation, they chose to engage us for their own setup. As the existing banks were already integrated in our platform, the implementation was straightforward and quick.

We now support them with consolidated reporting and daily updates, providing a clear overview across investments while keeping administration simple and manageable.

We look forward to supporting them with a reliable and practical solution tailored to their needs.

Supporting a Danish Trade-Based Investment Fund from Day One

We are pleased to welcome a newly launched Danish investment fund as a client. As a trade-based start-up with a high volume of transactions, the fund required an administrative infrastructure that could handle both complexity and speed—right from the beginning.

To support their journey, we’ve provided a startup-friendly model tailored to the operational realities of a fast-moving trading environment. Automated data flows from the trading platform are essential to their setup, making it possible to process large volumes efficiently and accurately.

As their administrative backbone, we handle all aspects of pricing and reporting, including NAV calculations, NAV per unit, shareholder register management, and ongoing oversight of fund data.

Together with several other clients in this space, this fund is now fully equipped and ready to operate with a robust and scalable setup. We’re proud to be part of their launch and look forward to supporting them as they grow.

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.