How we support Private Asset Owners

Our private asset owner clients include (U)HNW individuals, along with their family offices in many cases. Whether they are fund or corporate executives, founders, entrepreneurs, and/or participants in generational wealth - all want the same thing, peace of mind through reduced risk and wealth protection. We support our clients with a holistic suite of asset services. Peace of mind comes with knowing your unique investment, asset and succession requirements are structured to optimise and protect your family’s wealth for future generations.

Trusts and holding companies Be assured that your asset protection, tax planning and succession needs are met through efficient and compliant administration of trusts, foundations, and appropriate types of holding companies across key jurisdictions worldwide. All supported by the exemplary accounting, governance, compliance and related reporting you expect from one of the world’s largest independent and award-winning providers of trust services

Private funds and co-investment vehicles Traditionally used by professional asset managers and institutional asset owners, the use of private funds to hold assets within wealthy families and/or between families is on the rise. IQ-EQ will help with the establishment, administration, compliance, and accounting for all types of regulated and unregulated private fund structures for your family, or to facilitate co-investment with others

Multi-asset administration We offer a comprehensive range of services across all asset classes including cash and public securities, alternative assets like Private Equity, Real Estate and Venture Capital, to luxury assets like classic cars, yachts and aircraft. Services include ensuring secure title and custody, asset transaction management, debt administration, treasury, bookkeeping and accounting, financial statements, NAV reporting and performance monitoring

Family office support Family offices have emerged as stewards of wealth for many (U)HNW families whose needs are increasingly sophisticated, diversified and global. We are the specialist partner of record for many, bringing a powerful combination of global experience, local expertise, understanding and technology to surpass expectations and efficacy of your Family Office services. If you don’t have a family office, we can act as a ‘virtual’ one until it is time to establish your own

ESG services Environmental, Social and Governance compliant investments are a key way to build sustainable value and reputational resilience. Having the right ESG framework has become a top priority for alternative asset managers as well as corporate and private investors globally. We have developed an integrated service offering that incorporates client insights, sectoral expertise and our powerful technology dashboard IQ-EQ Compass, which enables managers and investors to navigate, monitor and benchmark their ESG KPIs against leading ESG frameworks, including the World Economic Forum ESG metrics

Philanthropy Sharing your wealth creates a lasting legacy when managed effectively. We have dedicated teams to help you achieve sustainable, high-impact philanthropy through sophisticated structures and strong governance

Concierge Family offices have emerged as stewards of wealth for many (U)HNW families whose needs are increasingly sophisticated, diversified and global. We are the specialist partner of record for many, bringing a powerful combination of global experience, local expertise, understanding and technology to surpass expectations and efficacy of your Family Office services. If you don’t have a family office, we can act as a ‘virtual’ one until it is time to establish your own

Multi-asset class portfolio monitoring Brings together your entire investment portfolio across multiple asset classes with a full risk management tool. IQ-EQ Cosmos displays your reporting and data requirements on a dashboard to provide actionable intelligence anywhere, in real-time on any device. We provide an end to end portfolio monitoring solution where we will also perform the daily data tracking, transaction reporting, data feed supply, valuation and performance reporting

This enables you to:

  • Manage any exposures, quantify total portfolio performance and access forecasting for future financial valuations
  • See both your private equity fund holdings and equity stake in the manager entity
  • Benefit from secure data frameworks and strong data governance protocols
  • Save time and resources with your bespoke dashboard of actionable intelligence