Organising assets
Orderly documents and consistent references help reconstruct each asset’s position. Distinguishing ownership, commitments and deadlines clarifies the relationship between assets, vehicles and responsible parties.
PERCY & CO. / SWISS SINGLE FAMILY OFFICE
Asset Servicing
Order, continuity and reliable wealth information.
DISCIPLINE · DISCRETION · CONTINUITY
02 / PERCY & CO.
A reliable picture of wealth depends on readable information and consistent processes. PERCY & CO.’s Asset Servicing division focuses on the administrative and organisational dimensions of assets: documents, information flows, deadlines and relationships between the parties involved. Data quality supports informed decisions.
Areas of attention
- Document organisation
- Reporting and reconciliation
- Coordination of information flows
Reporting and data quality
Useful information identifies its sources, dates and interpretation criteria. Comparing data from different parties requires attention to classifications, valuations and discrepancies, while distinguishing reporting from independent verification.
Operational continuity
Continuity depends on clear responsibilities and documented handovers. Coordinating information from administrators, managers and professionals helps identify outstanding requests, deadlines and missing information.
A common basis for understanding wealth
Precision, traceability and discretion provide a common basis for understanding assets. Organised information supports continuity and a clearer dialogue between the parties involved.
PERCY & CO.
Questions that shape decisions
01Is information complete and comparable?
02Who is responsible for each step?
03How do data, documents and decisions remain connected?