Your wealth is spread across several banks, managers and jurisdictions. Each statement has its own format, currency and calendar. Consolidated reporting brings these sources into a single, current and verifiable view.
We produce independent performance and fee reporting. You see what you hold, how it is moving and what it costs, without relying on any single institution's reporting.
One view
Banks, custodians, real estate, private equity and collectibles brought together in one dashboard, in your reference currency.
Independence
Our reporting is independent of any bank. Figures are reconciled against each counterparty's official statements.
Measured performance
Time-weighted return (TWR) reporting, comparison against benchmarks and a clear reading of contributions.
Fee transparency
Identification and reading of explicit and implicit fees, for a full understanding of what your banking relationships cost.
What families typically ask us to coordinate
Common situations, described in general terms. None refers to a particular family.
The situationWealth sits with several custodians plus non-bank assets; no statement gives the overall picture or the true cost.
Our roleA bank-independent consolidation with performance and fees made legible, updated monthly, quarterly or on request.
The situationA family investment committee meets every quarter without a common pack.
Our roleA single report prepared before each meeting, with the questions to put to the managers.
Reporting on your rhythm
Monthly, quarterly or on demand, your reporting is structured around your priorities and shared securely with the people you designate.
Execution, custody and asset management remain with your chosen regulated banks and asset managers. Ridger provides consolidation, reporting, coordination and administrative oversight. Ridger does not manage assets and does not provide investment advice.