Exceptional client services

Service is first, foremost and everything at Flexstone. This is why we take a comprehensive, customized approach to private investments. By building solid client relationships, we can best align portfolios with exclusive investment strategies that strive to deliver superior performance and meet each client’s distinct needs.

Local teams dedicated to high-touch service
Flexstone Partners’ local teams of private investments specialists work closely with clients to deliver global strategies that are right for them. You will find each team to be:

  • Responsive and proactive to requests, regardless of the size of the client
  • Passionate about collaborating closely with every client to obtain a true understanding of their distinct investment needs
  • Dedicated to efficient portfolio construction
  • Adept at full monitoring services: portfolio management, cash flow forecasts, structuration and dedicated reports

Customized monitoring & reporting

Flexstone Partners’ monitoring and reporting services provide clients with current and historical portfolio performance, diversification and benchmarking analysis, within a robust portfolio information system. Our strong analytical capabilities enable in-depth analysis of private assets portfolios, flexible reporting features, and customized reports.