Finalytix is an independent consultancy firm with a twist: they leverage their proprietary global wealth consolidation technology to show the big picture and provide sound, unbiased insight to their Family Office and Ultra-HNWI clients. Being independent ensures that they are always aligned with their clients’ interests and are completely conflict-free, supporting and enhancing current private banking and investment management relationships their clients have.
They leverage their own proprietary platforms and processes for complete global wealth portfolio consolidation, monitoring, and reporting, to preserve and grow their clients’ wealth, all within the boundaries of their risk appetite and life goals. They are also quickly able to identify tactical solutions for their clients as opportunities present themselves.
They have a team of talented and experienced client-facing professionals with diverse backgrounds in Investment Management, Private Equity, Wealth Management, Private Banking, and Strategy. Their expertise lies in ensuring proper asset allocation, financial planning, and wealth management in line with their clients’ overall risk profile.
