The analysis and counselling phase is followed by the implementation of the chosen asset structure.
This phase has the aim of ensuring the protection, preservation and growth of the assets, as well as their efficient administration. In this regard, efficient administration involves:
- the administrator’s inclusion in the client’s chosen solution;
- conducting and supervising the day-to-day business, as well as providing a comprehensive range of bookkeeping, liquidity management, liquidity planning and portfolio evaluation services;
- analysing proactively the overall circumstances with an eye towards changes in the legal and regulatory environment as well as new client needs.