We at finalytix are an independent consultancy firm with a twist: we leverage our proprietary global wealth consolidation technology to show the big picture, and be able to provide sound unbiased insight to our Family Office and Ultra-HNWI clients. Being independent ensures that we are always aligned with our clients’ interests and are completely conflict-free, supporting and enhancing current private banking and investment management relationships our clients have.

We leverage our own proprietary platforms and processes for complete global wealth portfolio consolidation, monitoring and reporting, to preserve and grow our clients’ wealth, all within the boundaries of their risk appetite and life goals. We are also quickly able to identify tactical solutions for our clients as opportunities present themselves.

We have a team of talented and experienced client-facing professionals with diverse backgrounds in Investment Management, Private Equity, Wealth Management, Private Banking, and Strategy. Our expertise is in ensuring proper asset allocation, financial planning and wealth management in line with our client’s overall risk profile.