The alternative investment manager was looking for an accounting solution across their custodian banks. Together with the complete investment overview through PandaCockpit, the client has now lowered the time spend on administration significantly, meanwhile having acquired a more effective setup that supports future growth.

Warm welcome and we are excited to work with you

The client with a background in the food sector, wanted to separate the investment administration from investment advising for avoiding conflicts of interests. The family concluded that it would be an excellent fit with PandaConnect.

The client is mainly invested through liquid holdings and PE. The primary focus in the collaboration is back-office administration, investment accounting, more transparency on investment funds, performance measurements on managers and different risk metrices.

We are very proud to have been selected and are expecting many good collaborative years to come.

Old well-established UK foundation chooses PandaConnect. The foundation has been looking for a solution making it easy handling both accounting and investment reporting – freeing up own resources and secure the focus on the investment side.

Forbes: “Still, selecting software or SAAS (Software as a Service) solutions can be a daunting task and there’s much to consider before choosing family office software for various functions. To give you a starting point of reference to what’s available out there for every family office requirement, this is the current ultimate list of family office software “. In PandaConnect we are very proud of being on this ultimate list telling: “PandaConnect for single and multi-family offices offers complete data aggregation, calculation and consolidation across banks, custodians, currencies and managers. PandaCore technology allows for the handling of all asset classes and as new investment classes emerge, they’re added to the system.”

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.