Records ready for any
A mandate written so there is nothing to argue about later.
Objectives, reporting dates, decision limits and the cost basis are put down before any work begins.
Records ready for any
A holding is only understood when the statement, the cost and the reason for it agree.
VW Aureus works from Paul Street with private holders, family companies and trusts. Statements arrive, they are reconciled, anything unexplained is raised early rather than at the review, and each reporting date produces a short note on holdings, costs and anything that has drifted from the mandate. The client list is deliberately short, so the person doing the work is the person you speak to. A short message is enough to start the conversation.
WILLIAM VANDENELSKEN
Records ready for any
How we keep it straightforward, Vw Aureus
Mandates, statements and reporting are kept in one place, checked against source documents and issued on the dates agreed.
Third-party managers
The first step is simply to get in touch from the first call
Write a few lines about what you need. There is no obligation until you accept a written quote. Call or write and we will answer the specific question.