The benefits
Transparency: consistency between the investments and objectives, periodic consolidated reports of
investments through all custodian banks
Savings and simplification: sensible reductions in the explicit and implicit costs– which can often exceed the fee – and of risks taken unwittingly
Security: the money remains with the custodian banks, Panrhema does not act as an agent
Awareness: reduction of shortcomings in terms of knowledge, information and emotions
Monitoring and independence: conflicts of interest and their harmful effects are eliminated thanks to the supervision of the entire investment process and the client’s overall situation
Continuity: constant contact with the same team of advisors
Personalisation: resolution of complex financial problems for a limited number of clients