Meet the newest team member of Check6! We would like to introduce to you our new Communications Manager, Hella de Jong.
Open banking has been a buzzword for a long time now and, since we work in this space, we have watched hopefully as predictions for its appearance have grown ever closer. Then, suddenly, at the last Money 20/20 Europe we heard Olga Zoutendijk from Bank Julias Bar Group declare, “Open banking is here”. The problem is - it's not. At least not from where we're standing, which is to say: in the middle.
I recently read an interesting report from the Boston Consulting Group (BCG) on 'How to Efficiently Manage a Client Base within a Private Bank' and it was clear that the Silicon Valley axiom: innovate or die has gone unheeded in the industry. In short: The one-size-fits-all approach combined with execution of their platform-related activities, mean hard times are coming -- unless they can find a way to embrace technology in more creative ways.
This week, the annual World Wealth Report by Capgemini was issued.
It is no secret that digitalisation is causing changes in the needs of HNW clients and their requirements of advising firms.
In the 'Financieele Dagblad' on April 8th, there was an interesting article on the current developments within the financial world and the bank's response to the technological innovations in the sector.
In the yearly Campden Wealth Report on Private Equity Investing and Co-Investment Activity by Family Offices, an interesting overview is given on the current allocation within family offices on direct investments and why these investments are made.
Topics: "wealth management reporting", single family offices, multi-family offices, wealth advisors, connection to bookkeeping systems, FinTech, Online Wealth View, interactive wealth management tools
Within the investment industry, ESG is a hot topic these days. Last week I was inspired by an article in the “Het Financieele Dagblad” regarding ETF’s with an ESG overlay*.
Topics: data analysis, Client Services, single family offices, multi-family offices, wealth advisors, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through
Investment reporting is often seen as a post-trade accountability tool to show performance of an investment portfolio. It’s often mixed with financial reporting, which is the administrative processing of the things happening in the portfolio over a specific period resulting in a balance sheet and P&L account.