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At PMW, we have a wide range of clients from high net worth individuals to corporations. We create values for each individual of our clients, by providing solutions on global asset allocation and global operations. We help our clients to reduce their risk while improving their performance with our transparent structural and operational risk management. Together with the client, we define the overall asset allocation and acts as general manager over the consolidated portfolio. It then defines investment profiles in terms of setting the strategy and boundaries of the asset allocation of each individual sub-account.
We have put in place tools and processes to monitor the overall performance as well as analyzing the performances and risk profiles of each sub-account. We then act as investment experts in the name of the client and organize the communication channels between the portfolio managers and the client. While implementations of a global consolidation can vary from loose consolidations of decoupled accounts globally to sophisticated global custody solutions involving reputed banks, our emphasis will be on the strategy of the asset allocation.
At PMW, we have oversight over the third party portfolio managers and our clients and we make sure that our clients are fully informed about every single action that has been made on their behalf. Within global consolidation services, we are more involved in the asset allocation’s strategy design and implementation as well as helping our clients to source the best in class third party portfolio managers and to negotiate conditions with financial institutions. As a part of this consulting mandate we help our clients to source best in class third party portfolio managers and to negotiate conditions with financial institutions.