The core activity of Cinnamon Services is wealth consolidation, securities accounting, and back-office outsourcing for clients such as family offices, foundations, pension funds, asset managers, banks, and insurance companies. This includes specific services such as:
* Wealth consolidation: bundling and effective management of accounts and investments across multiple banks
* Securities accounting: preparation of transactions according to the account plan
* Back-office service: administrative processing and data processing
* Investment reporting: detailed overview of investments
* ESG reporting: reporting on environmental, social, and governance criteria
The company thus offers comprehensive services in the field of asset management and administration.