CAPGATES MANAGEMENT GROUP


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Due to the increasing needs of sophisticated wealthy clients in the global investment domain, wealth managers are facing with new challenges in sourcing for new methods on consolidated financial reporting for their clients with adaption of an holistic approach. It has become a critical success factor for an effective management on the clients' wealth resources.

Who we are ? What we do ? What we don't ? Turnkey Values ?				Adopting holistic approach in managing client's wealth aimed primarily to better optimise and achieve client's life's objectives while tracking the health of the wealth and performances of the financial assets. We leverage on our expertise to build an all-in-one consolidated analytical report considering various financial depository sources. It can be achived on a periodic basis; either weekly, monthly, quarterly or yearly depending on the choice of selection. The presentation of these reports is made to be simple and easy to read. It has a unique one-page design that comprehens all details on investments and returns. Our strategic approach does not include any provisioning/offering of investment advices and we do not participate in the sales or recommendations of all financial instruments and its equivalents. All information and data presented is strictly limited only to client's own and existing wealth resources that have previously acquired and maintained. The core values are : tailor-made solutions profound opportunities for all generations privacy and confidentiality personalisation advocating to client's best interest meeting client's legacy and objectives

Trusted Partner

:: Holistic wealth reporting
:: Robust data consolidation
:: Summarising information

Presentment

:: Total assets value
:: Asset allocations
:: Return on investments
:: Asset performance
:: Risk monitoring
:: Risk management
:: Rebalance assets
:: Exit strategy

Functions

:: Family Offices
:: Asset Managers
:: Professional Investors
:: Wealth Managers

Modules

:: Wealth Management
:: Insurance & Investment
:: Estate & Tax Planning
:: Family Pensions

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