Digital Platform

Streamline operations with our 'Digital Family Office,' offering wealth aggregation, analytics, and secure financial services



Based on our successful Integrated Wealth Platform, our reporting and analytics suite has been expanded to offer a comprehensive 'Digital Family Office,' providing everything needed for smooth and efficient operation.

As a result of digitisation and automation, the costs associated with managing an office and the required starting value are both substantially reduced.

Services available on desktop and mobile applications include:

  • Total wealth aggregation, including hard-to-value and lifestyle assets – 'everything, everywhere'
  • Contribution and attribution analyses
  • Risk analytics
  • Sustainability and ESG analysis
  • Trade execution and settlement
  • Custody and safekeeping
  • FX and other financial services

All combined with the latest in data security.


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