Cet entrepreneur financier a dû faire face à des défis de taille en gérant un bureau familial complexe doté de plus de $140M d'actifs répartis entre Hong Kong, Singapour, les États-Unis, la Suisse, Taïwan et le Japon. Avec 34 comptes de courtage et de trésorerie répartis entre sept dépositaires, les données sur le patrimoine étaient agrégées manuellement, les rapprochements prenaient du temps et les rapports...

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