New UHNWI Chooses PandaConnect Group
New UHNWI have in co-operation with the trusted advisor decided to use PandaConnect Group as the future platform for the Investment Administration.
One of the most important issues for the Client was to have a truly independent provider of the services. By using the platform the client ensures, that the trusted advisor as well as the client self are always fully updated – including all investment classes to come, perhaps collections, knowing the true exposure, transparency on cost, able to choose the best custodians and investment managers etc.
Many thanks to the Client and the trusted advisor for giving us the chance and we are looking forward to helping them in the years to come.