Perspectives · Ideas · Analysis

Insights by Cattani

Private Wealth Oversight

Discuss Your Reporting Needs

Our insights explore consolidated reporting, portfolio transparency, data protection and the operational structures behind complex private wealth. Contact us to discuss how these principles can support your own reporting and oversight requirements.

In Focus

Why Consolidated Reporting Matters for Private Wealth

Why fragmented bank and custodian statements make consolidated reporting essential for clear private wealth oversight.

Data Governance

Building a Golden Source Portfolio Dataset

How a structured, reconciled portfolio dataset creates a reliable foundation for reporting, monitoring, and analysis.

Private Markets

The Challenge of Reporting Private Market Investments

Why private market positions require different reporting logic, valuation handling, and operational discipline than listed assets.

Data Protection

Why Data Protection Matters in Wealth Management

Why data protection is a core part of wealth management when handling sensitive financial and personal information.

Infrastructure

Sovereign Swiss Infrastructure for Sensitive Financial Information

How Swiss-operated infrastructure and controlled systems reduce exposure and strengthen governance over sensitive financial data.