High net worth individuals hold assets that are diversified among several custodians, countries and currencies. It is therefore important for them to have a comprehensive view of their assets and portfolios, their total wealth and overall performance.
AJK Wealth, considering the needs and financial circumstances of its clients, offers a consolidated summary of assets report on a monthly basis or upon request. The consolidated report includes all types of assets and liabilities as well as performance figures for different types of investments. With emphasis given on the provision of accurate and reliable information, clients are always aware of their total wealth diversification, while their advisors can provide adequate and suitable recommendations based on predefined investment objectives and risk appetite.
Moreover, clients may have secure online access to their consolidated reports and/or individual portfolios that are managed by AJK Wealth.