On-Shore and Off-Shore

Supporting a Brazilian SFO with an Automated Investment Administration Solution. On-Shore and Off-Shore

We are pleased to welcome a new client, a Brazilian Single Family Office with roots in the food industry. With a strong focus on efficiency, they sought an automated solution for their investment administration—one that would allow them to manage their diverse portfolio without expanding their small organization.

Their investment approach includes a relatively complex portfolio structure and a broad investment universe, requiring a setup that can handle multiple asset classes in a streamlined and efficient way. An important factor in their decision was PandaConnect’s ability to handle both onshore and offshore investments seamlessly, ensuring a consolidated and transparent view of their global assets.

Through our collaboration, we will provide a seamless, technology-driven solution that ensures accurate daily updates and a holistic overview of their investments. By automating reporting and administration, we help them maintain clarity and control while keeping operations lean.

We look forward to supporting them with a secure and scalable solution that fits their needs today and in the future.