Strengthening Investment Administration for a Cambridge College

We are happy to welcome a new client, a well-established 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.

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.

A Norwegian Single Family Office Chooses PandaConnect

We are pleased to welcome a Norwegian Single Family Office as a new client. With a focus on making investment administration easy to handle in the daily day, they were looking for a solution that provides both efficiency and clarity.

Their decision was shaped not only by positive recommendations from like-minded family offices but also by direct dialogue with some of our existing clients. Through these conversations, they gained valuable insight into how our solutions work in practice – how they simplify daily operations, provide a structured overview, and offer the flexibility to meet individual needs.

A key factor in their decision was also our ability to provide super-fast response times, ensuring that any questions or adjustments are handled swiftly and efficiently. Knowing they could rely on immediate support when needed gave them the confidence to choose PandaConnect.

We appreciate the trust they have placed in us and look forward to supporting them with a reliable and seamless solution that fits their needs and allows them to focus on what matters most.

Supporting a Brazilian SFO with an Automated Investment Administration Solution. On-Shore and Off-Shore

We are pleased to welcome a new client, a Brazilian Single Family Office with roots in the food industry. With a strong focus on efficiency, they sought an automated solution for their investment administration—one that would allow them to manage their diverse portfolio without expanding their small organization.

Their investment approach includes a relatively complex portfolio structure and a broad investment universe, requiring a setup that can handle multiple asset classes in a streamlined and efficient way. An important factor in their decision was PandaConnect’s ability to handle both onshore and offshore investments seamlessly, ensuring a consolidated and transparent view of their global assets.

Through our collaboration, we will provide a seamless, technology-driven solution that ensures accurate daily updates and a holistic overview of their investments. By automating reporting and administration, we help them maintain clarity and control while keeping operations lean.

We look forward to supporting them with a secure and scalable solution that fits their needs today and in the future.

New Partnership: Providing Investment Administration Services to Norwegian Investment Company

We are proud to announce our corporation with a newly established Nordic investment company. This exciting collaboration sees us providing a full suite of investment administration services, including NAV calculation, daily overviews, and unitholder register.

This partnership came about through a referral from another satisfied client, highlighting our reputation for delivering exceptional services. The new client values a solid infrastructure and transparency in their operations, aligning perfectly with our own values.

A smooth and fast implementation phase was crucial to this partnership. Our team worked hard to ensure a seamless transition, minimizing any disruption and allowing the client to quickly benefit from our robust administrative solutions. This efficient onboarding process underscores our ability to meet the needs of dynamic and fast-moving investment firms.

Additionally, we understand the challenges faced by start-ups, and our flexible pricing model is designed to support new companies during their initial growth phase. By offering competitive and scalable pricing, we enable our clients to manage costs effectively while benefiting from top-tier administrative support.
We look forward to supporting this innovative company and contributing to their success with our reliable, transparent, and cost-effective administrative solutions.

Welcoming a New Client: Collaboration with a Nordic Single Family Office

We are pleased to announce a new collaboration with a Nordic Single Family Office to provide our investment administration services. This new engagement reflects our commitment to supporting family offices of all sizes with tailored financial solutions.

Through this agreement, we will offer daily updates and comprehensive reporting on their various investment portfolios. Our aim is to deliver clear and accurate insights, helping our clients manage their investments effectively and with confidence.
This opportunity arose through a referral from their advisor, who has strong connections with several of our satisfied clients. We appreciate the trust placed in us and are excited to extend our services to meet the needs of this new client.

We look forward to working closely with them and continuing to provide the high-quality service that our clients have come to expect.

Thank you for choosing us.
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Confidence from Danish Family Office

We are grateful for the confidence placed in us by the Single Family Office of the family behind a well-known Danish brand. We will be providing the family office with daily updates and holistic reporting across their various investments.

This partnership came about through a referral from their trusted investment advisor, who has strong relationships with several of our current clients. We are thankful for this endorsement and are committed to delivering the same high-quality service and attention to detail that earned us this recommendation.
We look forward to supporting the family office with our tailored investment administration services and contributing to their ongoing success.

Thank you for your trust in our capabilities.