Este empresario financiero, que gestionaba una compleja family office unifamiliar con más de $140M en activos en Hong Kong, Singapur, EE.UU., Suiza, Taiwán y Japón, se enfrentaba a importantes retos. Con 34 cuentas de corretaje y efectivo repartidas entre siete custodios, los datos patrimoniales se agregaban manualmente, las conciliaciones...
By implementing Eton Solutions’ AFO™, the office automated middle- and back-office processes, gained real-time insights through a centralised digital platform, and introduced advanced reporting tools. Within three months, they achieved seamless data consolidation, 24/7 global access, and enhanced cybersecurity, enabling more efficient investment management.
“As an entrepreneur from the financial industry, I understand the burden of managing wealth. Tracking and managing my personal and family interests was getting increasingly complicated and troublesome, as the investments spread across three continents and multiple financial institutions…”
With Eton Solutions’ AFO™ solution, I was able to get the required support and confidence to restructure my entire family office. Having a responsive team integrating all my financial interests in trusts and multiple entities gave me constant visibility and seamless access to all assets and investments. This was a huge enabler in transitioning to the current state of my family office.
Eton’s AFO™ team is highly responsive, providing me with the visibility, analysis, and reporting I need to oversee family wealth. This eased the burden of managing a family office and enabled me to focus on my primary business and family.”
— Founder, Chairman, and CIO of a multinational asset management firm based in Hong Kong SAR
