PandaConnect Welcomes New Client in Partnership with Trusted Advisor

We at PandaConnect are excited to announce that we have gained a new client in partnership with their trusted advisor. We are thrilled to work with this new client to provide them with access to our reporting platform.

At PandaConnect, we understand the importance of building strong relationships with clients and their advisors. Our expertise in consolidated investment reporting will benefit the new client. Their trusted advisor, recommended PandaConnect as the ideal partner to achieve their needs within performance reporting and investment exposure.
We look forward to working closely with this new client and their advisor. We want to express our gratitude to the trusted advisor who recommended PandaConnect as the ideal partner for their client’s reporting needs. We greatly value our relationship with you and appreciate your confidence in our investment platform and services.

PandaConnect has been named the “Top Wealth Management Services Company in Europe 2023 ” 

PandaConnect is thrilled to announce that we have been named the “Top Wealth Management Services Company in Europe 2023” by Financial Services Review. The fact that we have been recognized with this esteemed award is evidence of our ongoing commitment to excellence and innovation in providing comprehensive wealth management solutions and services to our clients.

We are deeply honored to receive this recognition and would like to express our gratitude to our clients and partners for their continued support. At PandaConnect, we believe that our success is a direct result of our clients’ success. We strive to deliver the highest level of service and value to our clients, and this award is a reflection of our team’s hard work and dedication. 

Financial Services Review is a leading publication in the financial industry, providing expert insights and analysis on the latest trends and developments in wealth management, banking, insurance, and more. The publication’s annual awards recognize companies that demonstrate exceptional performance and innovation in their respective fields. 

Our success in winning this award underscores our position as a leader in the wealth management industry and our ongoing commitment to delivering exceptional services and value to our clients. We look forward to continuing to innovate and provide outstanding solutions to our clients in the years ahead. 

Thank you once again to Financial Services Review for this honor, and to our clients and partners for their continued trust and support.

Welcome to two well established research funds

Two UK based research funds (Charities) have inquired PandaConnect to do performance reporting on their investments and managers.

PandaConnect will collect, process and present data from these so that the investment committee can make informed decisions on the future of preserving and growing the charities’ investments.

PandaConnect is honored to work with the two research funds which history is undoubtedly among the most important in the development of modern medicine.

Danish private wealth manager go with PandaConnect

A Danish wealth manager servicing international clients has decided to work closely together with PandaConnect. With several banks, a lot of listed and unlisted investments with numerous documents to be handled, it appeared that PandaConnect was the right wealth management platform for the company. We have previously worked together (in different roles), so that makes us proud of being selected. It is our hope that we will be able to support the client in their further growth, whilst anchoring the existing clients by offering an online access to their portfolios.

A warm welcome to Brazil Family Office

Two Brazilian families with history within the pharmaceutical area chooses PandaConnect to do investment administration on their assets with primary focus on the offshore part.

PandaConnect will support the family with automatic integrations with local and international banks, as well managing the administration of illiquid assets in the Private Equity space.

It is exciting to be part of the financial ecosystem in Sao Paulo, one of the most diverse and vibrant cities on the globe, the 5.th largest city in the world with a population of 22.5 million people and the financial center of the Americas.

PandaConnect welcomes Danish municipality

With most of their portfolio held in cash and investment funds, we are happy to be able to offer a solution solving the challenges with look through on the investment funds to monitor the portfolio’s performance and risk profile. Along side it is important for the client to be able to manage the liquidity of their investments. It’s always aa pleasure to welcome a new institutional client as it is where we come from.

Welcome to a Danish wealthy family

A wealthy Danish family chooses PandaConnect as wealth administrator for the family. With a mix of listed bonds and equities, investment funds, hedge instruments, alternative investments and private equity funds we were a perfect match. We are happy to being able to make it easier for the family to monitor their investments, risks and returns in the daily day. Based on PandaConnects online platform it is easy for the family to have a shared insight and understanding of their investments across managers and banks. Furthermore, we are very proud that the family was inspired by another client of ours.

After being referred by another PandaConnect client, a Nordic UHNWI has after a brief and productive dialogue chosen PandaConnect as his Governance and reporting system. For the client it was very important to have a single point of truth, where all information is easily accessible for the family them selves as well as for their advisors, so they can focus on the investment side and not spend their time and efforts on adminisration

“We are proud of being referred and are excited to build another warm collaboration resulting in yet another happy client.”

Flexible and Aligned Solution

With several changing managers and investments, this old English Endowment was looking for a new reporting set-up for monitoring the changes and for making the reporting process to the Investment Committee easier and more streamlined – focusing on their investment universe and portfolios.

It was important for the Endowment that the reporting could be flexible and be aligned with the Investment Committees ideas and expectations. With PandaConnect they got all their needs fulfilled also covering the reporting process towards the governing body.