STEP Geneva Sponsors
ThatcherMacKenzie
ThatcherMacKenzie GmbH is a specialist recruitment consultancy focusing on the placement of professionals within trust, wealth planning and family office business. Established in 2008 we are an experienced, small team working in primarily working in Switzerland and Liechtenstein as well as Singapore, Hong Kong, Monaco and Jersey.
We provide a personalised recruitment service with exceptional sector knowledge. Our reputation is for understanding and delivering the specific needs of our clients. We work with both senior personnel in established fiduciary services providers and candidates seeking assistance in identifying their next career development; we succeed so that you will.
For Further information visit: ThatcherMacKenzie
Peritus Investment Consultancy
Performance Monitoring / Risk Management
- Performance Charts – Peer analysis
- Fee Reviews
- Portfolio, Manager, Bank Reviews.
- Consolidated Family Office Reporting
- Complaint and Expert Witness
Monitoring & Risk Assessment - Peritus Investment Consultancy
Investment Consultancy
Impartial Trustee and Family Office guidance.
- Wealth Reviews
- Strategic Asset Class planning
- Bank, Investment Manager, Illiquid Asset Due Diligence
- Beauty Parade – SWOT analysis
- Fee Review / Negotiation
- IPS Implementation
- Quarterly – Annual Reviews
- Family Education / Development