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Founder & Director
Specialism: Financial Advisory & UHNW Services Family Wealth Advisory
Company: Castellet Consulting FZE
Location: United Arab Emirates (Dubai)
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Average client size: Over £25 million
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Number of offices globally: 1-5
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Company with CHF114m saved CHF333,000 in annual fees after our investment review
We undertook an investment review for a fiduciary company whose underlying client has an investment portfolio valued at CHF114 million. As a result of the review, a saving of CHF330,000 in annual fees was achieved following the implementation of the recommendations made in Castellet Consulting’s report.