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Consolidate
Reporting

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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WE BUILD SOLID STRATEGIES

Contact
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Sumus Capital - Rue du Général-Dufour 11, CH - 1204 Geneva - Switzerland


[email protected]
 - 
Tel: +41 22 552 25 80

Sumus Capital - Via Canova 1, CH - 6900 Lugano - Switzerland


[email protected]
 - 
Tel: +41 91 252 16 00

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