Your Wealth, Simplified
Comprehensive Wealth Reporting and Investment Reporting in your hands
At Rawlinson & Hunter, we specialise in delivering bespoke wealth reporting solutions for individuals, families, and family offices. Whether you are tracking global investments, monitoring performance, or managing accounting data, our services and secure online portals simplify the complex.
Explore how our Wealth Reporting Service and innovative portals can help you gain a clearer picture of your financial position—anytime, anywhere.
We empower you with clarity, control, and confidence to manage your wealth.
Wealth Reporting
Tailored Wealth Reporting for Your Needs
Our Wealth Reporting Service provides clarity in the face of complexity. Consolidating data across asset classes, geographies, and currencies, we create tailored reports that give you a complete view of your financial position. With over 15 years of expertise and cutting-edge technology, we ensure that you receive precise, timely, and actionable insights.
Key Features:
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Consolidated Investment Statements: View your entire portfolio in one report, across all asset classes and geographies.
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Performance Reporting: Understand how your investments are performing relative to benchmarks and goals.
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Global Management Accounting: Comprehensive financial reports tailored to your needs, consolidating data from multiple entities.
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Family Office Financial Control: End-to-end financial oversight, including cash flow management, budgeting, and inter-entity reconciliations.
Investment Reporting Portal
Your Global Portfolio, Anytime, Anywhere
Our Investment Reporting Portal provides seamless access to your portfolio, empowering you to make informed decisions. Consolidating data from multiple sources, the portal gives you a holistic view of your wealth with customisable dashboards and daily performance updates.
Key Features:
• 24/7 Access: View your portfolio across asset classes and geographies from any device.
• Daily Updates: Monitor performance and compare returns to benchmarks.
• Customisable Dashboards: Tailor the platform to prioritise the data you value most.
• Multi-Currency Reporting: Stay on top of global investments with currency tracking.
Investment Accounting Portal
Simplified Financial Management for Complex Structures
The Investment Accounting Portal streamlines financial management, offering detailed insights into your accounts and enabling efficient reporting. With customisable reports and multi-format exports, managing complex structures has never been easier.
Key Features:
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Financial Reporting: Access tailored financial statements, trial balances, and ledger reports.
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Custom Reports: Generate bespoke reports, designed with your Rawlinson & Hunter team, including cash flow analysis.
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Data Export: Export reports in Excel, PDF, or ZIP formats, saving time and effort.
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Enhanced Security: Protect sensitive data with encryption and multi-factor authentication.
Why Choose Rawlinson & Hunter?
With over 90 years of experience, Rawlinson & Hunter has built a reputation for delivering personalised, high-quality services to families, individuals, and family offices. Combining our expertise as Chartered Accountants with innovative technology, we provide solutions that simplify the complexities of managing wealth.
Why Clients Choose Us:
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Personalised Service: Every report can be tailored to your unique needs.
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Global Expertise: A network spanning the globe, ensuring cross-border solutions.
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Innovation & Security: Cutting-edge technology with industry-leading security.
Start Your Journey with Rawlinson & Hunter
Our team is here to answer your questions, provide a demonstration of our portals, or create a tailored proposal for your needs.