In times of extreme volatility, the value of information is essential in order to make important decisions.
“…You can exercise major control over the form in which your wealth is invested and administered and over the risks, thus keeping in line with the long-term goals of the family…”
In complex situations, where assets are held in several financial institutions, keeping the overview in real time is essential. The transparency of the expenses and the risks in the financial investment should no longer be secondary elements in the selection of asset managers. Fee reduction in todays world is the purest form of alpha.
Essentia, with its proprietary systems and experience acquired over many years, produces a consolidated report and provides support in its interpretation.
This approach facilitates the implementation of the strategic investment vision and the relationships with investment advisors.