01 — Quarterly portfolio review. A documented review of every holding, with current secondary-market valuation, comparable transaction data over the trailing twelve months, condition trajectory, and a recommendation: hold, exit, or service. The review is delivered as a written report to a format that integrates with your family-office reporting (Addepar, Asset Vantage, Black Diamond, or bespoke).
02 — Sourcing for additions. When the collection has a gap — a reference, a configuration, a year — we run a sourcing brief through our private collector network across Europe, the Middle East, and Asia-Pacific. Pieces are presented with photographs, provenance, and a recommended purchase price; the buyer decides; the watch passes our twelve-point authentication before any transaction proceeds.
03 — Exit advisory on underperformers. Some pieces, in retrospect, do not belong in a serious collection. Some references that looked promising at acquisition have flatlined. Some configurations have been superseded. We say so — directly, in writing, in the quarterly review — and broker the exit on your behalf, transparently, to our private network or to the major auction houses, whichever delivers the higher net price.
04 — Custody of the documentation record. Original papers, archive extracts, service records, prior dossiers, macro photography — consolidated in our Geneva atelier under a documented chain of custody. Accessible to you at any time. On any disposal, the documentation transfers with the watch — which materially uplifts resale value compared with a piece sold without its papers.
05 — Insurance liaison. Annual valuation letters in formats accepted by the major specialist insurers (Hiscox, Chubb, AIG Private Client, Privilege Underwriters), with serial-level granularity. Where the collector wants to compare brokers, we provide quotes from three specialist underwriters at no charge.
06 — Market intelligence. Proactive briefings on developments that affect your specific holdings: brand-level allocation changes, secondary-market clearing-price movements, counterfeit advisories, auction results in your reference range, and structural shifts in the independent watchmaker segment. The intelligence is private — written for you, not posted publicly.
07 — Succession and transfer planning. For collectors thinking about generational transfer, sale to a single buyer, or partial liquidation for an estate event, we work with your wealth advisor and counsel to structure the transfer efficiently. The watches are an asset class that requires specialist input; we provide it.