Financial Asset Monitoring

Achieving a solid return on investment in today’s markets requires primary access to market intelligence, sound asset management practices, and rigorous risk assessment.

Thanks to its team of professionals and network of specialist consultants, D&Cie offers institutional clients, high net-worth individuals, independent asset managers and family offices a complete range of services to assist them with managing their portfolios, maximizing returns on investments and minimizing risk.

 

Services include advisory services, portfolio structuring, investment management advisory and performance monitoring, as well as treasury services including budgeting, cash-flow projections, cash management, accounting and exchange rate management and analysis. Thanks to its tailor-made software programmes, D&Cie delivers real-time financial information to its clients enabling close supervision and reporting of portfolio performance.



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Financial Asset Monitoring