Plain answers,briefly given.
On access, the firm, our services, how we work, and Client Access.
With an introduction. We work by invitation and referral, and most new clients come to us through people we already know.
You may. We read every letter, and we will reply if we believe we can be of use.
We do not publish one. We consider whether a client is right for us before we consider its size.
Privately, with each client. Terms reflect the portfolio, so we keep no rate card.
PATEK Global is Patented Technologies Global Asset Management: proprietary systems for risk management and for governance and compliance across jurisdictions. Not a retail product suite and not a public investment firm.
We do. PATEK Global is an AsymiLink Meta Technology Partner, and our systems are built on AsymiLink Meta technology. The management of every portfolio remains with us.
No. We hold companies, property, infrastructure, vessels, and aircraft as part of a client's portfolio. We do not offer them for charter or sale.
Nine disciplines under one office: corporate assets, commercial real estate, maritime, aviation, venture, infrastructure, family office, legal and compliance, and alternatives.
AEXOS (for PATEK Global) was developed with AsymiLink Meta as our technology partner. The control layers, risk, and compliance systems were developed by PATEK Global; AsymiLink Meta ensures the platform functions flawlessly.
From the beginning. We settle the regulatory, tax, and governance position of a portfolio before any asset is brought into it.
No. What a portfolio holds is known to the client and to us. We publish no holdings, no client names, and no figures.
Through regular reviews, one consolidated report, and a single desk that knows your holdings in full.
One report covers everything you hold. It is clear, complete, and written to be read.
As often as your holdings require. Your desk agrees on the schedule with you and meets sooner when circumstances change.
With the credentials we issue to you. They are not created on the site.
No. We issue credentials directly to each client once the relationship is in place.
Please contact your desk, or write to us. We will restore your access personally.
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