Desy Russo
Middle Office Assistant
Monitoring & Wealth Administration
The service is designed to offer clients the choice and opportunity to optimize their asset mix in terms of financial risk, spending and investment opportunities.
What we offer
Wealth Administration
- Analysis and definition of objectives
- Consolidation portfolio optimization
- Consolidation risk analysis and control
- Analysis, evaluation and recommendation of third party managers
Monitoring
includes data entry, analysis, studies and reporting
Individual Portfolio
- Risk analysis
- Cost analysis
- Trend/performance analysis
Consolidated Portfolio
- Consolidated Management Risk Analysis
- Analysis of the diversification of the overall management
- Comparative analysis of the different managers
- Comparative analysis of indicators (volatility, costs, returns)
Tax Reporting and Analysis
Analysis and calculation for the purposes of the Italian tax declaration of foreign asset management in cases of successions, repayments and assessment.
Where
The service is provided in Monaco office.
Team Altiqa
