Stanhope’s client valuations are produced within 15 working days of the month or quarter end. In addition we prepare bespoke detailed quarterly reports for client meetings which cover performance analysis, investment strategy and economic outlook.
Stanhope is further able to provide consolidated reporting of multiple investment portfolios. We can also include privately held assets within our reporting. Our back-office system enables us to provide you with reports and performance analyses with features similar to those usually only offered by global custodians.
We generally meet quarterly for a detailed review of the portfolio, markets and investment strategy. We interact with clients between meetings as requested.
In addition, we provide clients with:
Investment Committee meetings:
Meet the manager lunches: