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.