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Wealth Management

Consolidated Reporting

Only an independent wealth manager can advise clients to put in place a multi-custodian solution.

However, managing portfolios held with multiple banks can be challenging if you don’t have a global overview.

Therefore, at Capital Y, we have extensively invested in technology allowing us to consolidate assets held in multiple banks and hence facilitate the management of those assets and also supervise the overall risk.

Clarity and precision are paramount for us:  our experienced portfolio managers are equipped with the most advanced tools to address every client request, ensuring that all investments are meticulously reported in a clear, comprehensive, and easily accessible manner on your favorite device.