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.

PandaConnect Welcomes Newly Started Nordic Multi Family Office

A newly started Multi Family Office in the Nordics has chosen to work with PandaConnect. Starting up a family office is not easy. A start-up is often associated with large initial costs and long implementation time.

The client wanted a solution that fits the stage of the business now as well as the business within a couple of years. It was easy for the client to team up with PandaConnect as we offered a start-up friendly business-model, where we share the interest in growing the business. PandaConnect concentrates on administration while the client focusses on developing the business. It was of great importance for the client, that they could grow without should be worried to be able to give their clients the reporting needed – also in the future

City based Charity

A large old Charity based in City of London has selected PandaConnect as their reporting partner concerning the charity’s investment portfolio. The reporting covers both the needs of the Investment Committee regarding the risk profile of the portfolios and the performance measurement and the portfolio accounting. PandaConnect was amongst others selected due to our experience with working with the Investment Committee. We are very proud working together with such a well established institution and look forward to our corporation in hopefully many years to come.

Reporting for Special Clients

PandaConnect enters into a collaboration with a leading Nordic independent asset manager. With a wide range of investments, it is important for the client being able to report on all investments to their clients across their entire investment universe. Besides all the needed functionalities, it was of great importance, that PandaConnect is 100% independent from other advisors, banks e.t.c.

For the client this solution also means that the client can migrate their clients to the new platform in a pace not disturbing the focus on creating long term returns for their clients.

Board Meeting Reporting

Nordic diversified Family Office

A Nordic family office with a diversified asset portfolio has chosen PandaConnect to help with daily administration and board meeting reporting through the platform. The CFO managed solely the administration part which had become extremely complex and too dependent on a single individual. Therefore, the family office started a process of investigating a system that could support the CFO with consolidation of their holdings. Initially looking for a “software only” solution, the family office was hesitant moving forward with PandaConnect, however after a number of demonstrations and a POC it was clear that PandaConnect could enhance the existing investment administration significantly and match everything that a sole software solution could provide the family office.
We are happy to start the collaboration, covering both software, the data gathering and processing, delivering valuable output to base the future investment decisions upon.