Cost saving

Dealings with banks

Quality of management 

Consolidation of accounts

Overall vision

 

PORTFOLIO ADMINISTRATION SERVICE

Advice, administration and control / monitoring of client portfolios managed by other entities / managers at an international level.

Fimarge does not manage the client’s assets or portfolios.
Fimarge deals directly with the client (in the presence, where necessary, of the external manager).

Specifics of the service:

  • Review of fee structure (cost saving aspect)

  • Negotiation with banks

  • Control and monitoring of quality of management

  • Consolidated report on accounts under management

  • Strategic overview of the state of global financial assets in relation to the characteristics/needs of the client