At Sumus Capital, our specialists collect, monitor and analyze your wealth helping you supervising and managing the relations with your banks and asset managers. We provide you with the most accurate and tailor-made investment reports.

Consolidated reporting gives client an overview of all their assets as well as detailed analyses of asset classes and mandates compared to their strategic expectations, including:

• Consolidated statements across all your accounts
  
• Consolidated asset allocation
  
• Performance reports: consolidated & detailed by asset manager
  
• Asset reports (including alternative investments)
  

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