European Family Office

The family office wanted to expand its investment capabilities and grow assets under management without increasing headcount.

Its existing research, risk management and portfolio workflows placed natural limits on how much the investment team could cover. At the same time, clients expected better access to portfolio information, personalised reporting and a more modern digital experience.

PRAAMS helped the family office strengthen its research, risk management and portfolio management infrastructure within two weeks.

A branded web portal became the team’s internal portfolio management environment, supporting day-to-day research, risk analysis and portfolio oversight.

For clients, the family office introduced a branded mobile app where they could access personalised reports and monitor investment performance.

This gave the investment team a more scalable operating model while improving transparency and the overall client experience.

The new infrastructure significantly reduced the amount of manual work required to research the investment universe and identify opportunities. Research and trade-idea generation time fell by 90%, allowing the existing team to cover more opportunities and support more client portfolios.

Client satisfaction also improved materially, with 8 out of 10 clients rating the service “excellent.”

The family office increased AuM by 50% without adding staff.

The project demonstrated that stronger research and portfolio infrastructure can translate directly into operating leverage: the same investment team was able to support a larger business while delivering a more transparent and personalised service to clients.