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Check6 Wealth Blog

Sebastian Verkuilen

Recent Posts

Meet Check6's New Communications Manager: Hella de Jong

Posted by Sebastian Verkuilen on May 6, 2020 11:15:00 AM

Meet the newest team member of Check6! We would like to introduce to you our new Communications Manager, Hella de Jong.

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Topics: Check6 corporate culture, data visualisation, Check6, Communication

Open Banking in Wealth Management?

Posted by Sebastian Verkuilen on Sep 17, 2019 9:59:00 AM

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.

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How Tech Can Help Private Banks Survive and Thrive

Posted by Sebastian Verkuilen on Aug 27, 2019 3:05:00 PM

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.

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Topics: data management, direct data feeds with banks, direct data feeds, automatic data feeds

Takeaways from the Capgemini World Wealth Report

Posted by Sebastian Verkuilen on Jul 11, 2019 3:10:00 PM

This week, the annual World Wealth Report by Capgemini was issued.

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Advising Clients on their assets in the digital era

Posted by Sebastian Verkuilen on May 21, 2019 12:25:00 PM

It is no secret that digitalisation is causing changes in the needs of HNW clients and their requirements of advising firms.

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Topics: Online Wealth View, interactive wealth management tools, banking platforms, Open banking, Platform Technology, Changing consumer expectations

The Bank as a Platform: Why & How does it work?

Posted by Sebastian Verkuilen on Apr 16, 2019 4:19:33 PM

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.

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Topics: wealth advisors, Check6 Portal, impact investing, FinTech, Online Wealth View, insightful financial reporting

Direct Investments within a family office: Trends and how to keep control

Posted by Sebastian Verkuilen on Apr 3, 2019 4:00:00 PM

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.

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Topics: "wealth management", "wealth management reporting", Data translation, Online Wealth View, Detailed Look-Through, interactive wealth management tools, insightful financial reporting

Managing Cash within a Family Office

Posted by Sebastian Verkuilen on Mar 26, 2019 4:05:00 PM

In our blogs, the emphasis has mainly been on the investment side of the family office.

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Topics: "wealth management reporting", single family offices, multi-family offices, wealth advisors, connection to bookkeeping systems, FinTech, Online Wealth View, interactive wealth management tools

Investigating an ETF with ESG overlay: what are we investing in?

Posted by Sebastian Verkuilen on Mar 13, 2019 3:52:00 PM

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*.

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Topics: data analysis, Client Services, single family offices, multi-family offices, wealth advisors, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through

Top Investment reporting topics your wealth advisor isn't talking about & why?

Posted by Sebastian Verkuilen on Mar 5, 2019 3:30:00 PM

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.

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Topics: "wealth management", "wealth management reporting", data management, data analysis, single family offices, multi-family offices, wealth advisors, Data translation, Online Wealth View

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