Asset consolidation & securities accounting

Consideration of all the various aspects of your portfolio forms the basis for the comprehensive (short-, medium- and long-term) wealth planning we do on your behalf. Alongside listed securities, this includes unlisted assets such as shareholdings, real estate, fine art, private equity, venture capital and digital assets.

For over 20 years, Private Client Partners has been consolidating various sources of wealth independently of banks by harnessing the seasoned expertise of its staff. Thanks to its own proprietary software solution, it can provide transaction-based reporting tailored to your specific requirements. We can guarantee you a high level of efficiency and quality thanks to our highly reliable, tried-and-tested processes.