UHNWI who sold lifework to Private Equity fund to work with PandaConnect.
The client whose background are in children toys will use consolidated reporting to get control of investment assets across custodian banks.
Welcome to the PandaConnect Family
PandaConnect has been selected to collect the investment data and provide the necessary overview to base future decisions upon. The family office holds a number of diverse assets ranging from listed equities, to direct investment (subsidiaries and associated) and derivatives.
We are looking forward to a good and warm collaboration.
The family office based in Dubai contacted PandaConnect in order to obtain an easily accessible overview of performance and cost of managers. The principal whose wealth originated from the web services industry invested through a range of managers in diverse asset classes throughout the portfolio.
PandaConnect agreed to do automated & daily reconciliation of the portfolios so that the principal could have access to his portfolio seamlessly anywhere and anytime to assess his managers.
Thank you for choosing to work with us – we are looking forward to a warm and productive collaboration.
Large SFO selects PandaConnect. The client whom built their fortune in the fishing industry, found themselves in the middle of a generational shift and was therefore looking for an independent solution that could gather their financial assets across custodian banks while providing the investment accounting for more effective book keeping.
We are very proud of first being shortlisted and then selected as the investment infrastructure for the family office – we are looking forward to working with the SFO!
Another UHNWI has selected PandaConnect as their infrastructure for viewing and controlling their investment assets.
The client with a history within retail stores acquired significant wealth over the years and was looking for a solution that could assist in preserving assets for the generations to come. We are happy to serve a client which goals are aligned with PandaConnect’s core objectives – to preserve and grow wealth through transparency, objectivity and simplicity.
Warm welcome from us in PandaConnect.
Large Danish SFO selects PandaConnect. The client had already a infrastructure in place for investment reporting, but recognized a much lower operational risk in working with PandaConnect. In addition the CEO saw advantages for scalability when acquiring new asset classes and growing the SFO.
The SFO, which has a complex structure including a variety of asset classes and investments in multiple jurisdictions now has the best foundation for overview, for asset allocation across many different parameters – hereunder a much clearer overview of risk factors that threatens the growth ambitions.
In December 2018 and start of January 7 small single Family Offices chooses PandaConnect Group as their provider for Investment Administration.
What a 4th quarter 2018. The market went down, down and down like never seen before. All investment classes was negative except perhaps for currency and the Investors with Alternative Investments like Direct Investments, Infrastructure, properties etc. But even with that in mind the best Danish pension fund PensionDanmark had a total negative return on -2,4% for their market product with average risk and 20 years to pension or retirement.
How did it go for the one’s with only equities?
Well let’s say it could have gone better.
Last year I wrote a little about – What is the size needed for a Family Office, before it’s not a waste of money to use a Investment Administration like ours? What is the price of our services?
The conclusion was – Well it depends a little on the setup, do you have a investment adviser connected, do you have multiple custodians or managers, would you like to work active with your capital or is it more a passive investment? Do you have Direct Investments?
We have many possible setups and advisers which use our services. Also in all the years we have done Investment Administration, we have not seen two identical setup.
A large Nordic insurance company specialized in healthcare chooses PandaConnect to handle their Investment Administration.
Having a pretty complex investment sphere, the client decided to outsource the daily back office tasks to an independent third party provider of investment administration – doing the daily portfolio updates and reconciliations.
With an investment team responsible for both the internally managed investments as well as the external managed portfolios it’s of great importance that they all the time have access to “the big picture”.
Using the same figures and numbers consistently across investment accounting, investment reporting and for the board reporting was a must.
Thanks
Many thanks to the Client for giving us the chance and we are looking forward to helping them in the years to come.
A large Nordic insurance company specialized in healthcare chooses PandaConnect to handle their Investment Administration.
Having a pretty complex investment sphere, the client decided to outsource the daily back office tasks to an independent third party provider of investment administration – doing the daily portfolio updates and reconciliations.
With an investment team responsible for both the internally managed investments as well as the external managed portfolios it’s of great importance that they all the time have access to “the big picture”.
Using the same figures and numbers consistently across investment accounting, investment reporting and for the board reporting was a must.
Many thanks to the Client for giving us the chance and we are looking forward to helping them in the years to come.