Published on: 24th April 2023
Timeline expectations: In the next 3 months
Official STAK Submissions » Other Profession
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Open to bids
Deal value
Adviser to UHNW seeks single platform for consolidated reporting and aggregation of portfolio positions held with multiple discretionary investment managers in the Crown Dependencies and Switzerland. Respondees must be able to demonstrate a strong track record of delivering reporting solutions including detail at individual position and consolidated reporting level.
Beneficiary net worth $100M