FA Solutions held a breakfast seminar in Stockholm on June 4th, 2013. Focus for the seminar this time was portfolio management for family offices and asset managers. JAM Advisors told the audience about how they use FA Portfolio for consolidating their client’s portfolios from different parties in order to give a full view. This may be very cumbersome for many family offices and asset managers with their wealths spread geographically or to many advisories.
Lingfield told us about what a major family office like Peder Wallenberg Charitable Trust look for when selecting managers, and how to optimize the mix between venture, alternatives and liquid assets in long terms perspective.
The seminar was rounded up with a brief demonstration of how to manage trade orders in FA Portfolio, and how they can be reported on the web to the client.