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Check6 Wealth Blog

How to improve your cybersecurity as a family office?

Posted by Hella de Jong on Sep 16, 2020 5:00:00 PM

Whilst some industries are struggling to keep their business floating, others are flourishing during the COVID-19 pandemic. Businesses are shifting their strategies in order to keep existing and to keep making a profit. Investments companies, family offices, wealth management firms, and trust companies will also be hit.

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Topics: single family offices, multi-family offices, family office management, cybersecurity

Onno Coenen joins Check6 in Singapore

Posted by Check6 on Nov 26, 2019 4:00:00 PM

Onno Coenen (45 years old) joined the Check6 team as of 1st of November as the Commercial Director for Asia in Singapore. Onno and his wife moved from the Netherlands to Singapore in August 2018 and visited Singapore on a regular basis since 1997. The main reason for moving to Singapore was the opportunity to expand the business of a few of his clients (FinTech) to South East Asia. Over the last year, Onno has built his business network and is proficient in launching technology companies in the Singapore market.

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Topics: Check6 corporate culture, single family offices, FinTech, financial data management, data reconciliation, consolidated reporting, family office management

How to choose your custodians for a family office?

Posted by Johan Pieter Verwey on Nov 7, 2019 3:45:58 PM

Finding the right banking partners can make your life as a Family Officer a lot easier. Your custodians perform a number of services that you rely on, on a daily basis. For transactions, investment advice, compliance  and reporting. The data the custodians create and distribute should be the foundation of your financial management, consolidated reporting and monitoring systems. The quality of that data is key.

And here, as with most things in life, not animals are created equal. 

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Topics: single family offices, direct data feeds with banks, automatic data feeds, data feeds, HNWI and UHNWI, wealth reports, consolidated reporting, family office management

How Technology Can Improve Family Office Reporting

Posted by Check6 on Sep 27, 2019 10:34:59 AM

Former corporate finance banker, Peter Brock is an independent advisor to entrepreneurial families. As such, he counsels family offices on family wealth and family office structuring, governance, succession solutions, impact investing and direct investments. Check6 spoke to him about how technology could improve the ways wealth is tracked and reported on so that it can help families gain the kind of oversight and control of their assets that they want to achieve.

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Topics: single family offices, multi-family offices, wealth advisors, Next Gen Wealth, wealth reports, daily wealth reports, asset managers, financial data management, consolidated reporting, Private Assets Module, PAM

Top Reasons Using Excel for Your Financial Data is Risky Business

Posted by Check6 on Sep 24, 2019 5:28:00 PM

There is plenty of information decrying corporate use of Excel for financial data. Even as far back as 2013 Forbes published an opinion piece with the ominous and provocative title: ‘Microsoft’s Excel Might Be the Most Dangerous Software on the Planet.’ The article pointed to perils including the errors that can occur from manual entry of data and mistaken calculations resulting from incorrect equations, which, distressingly, had cost some banks billions of dollars. For most companies, including Family Offices, however, Excel has represented one of the only available options for inputting and calculating financial information. Yet, as we move forward toward integrating that financial data, Excel’s risks and limitations appear all too frequently.

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Topics: single family offices, multi-family offices, wealth advisors, Check6 Portal, Data translation, Online Wealth View, interactive wealth management tools, direct data feeds, 360-degree overview, HNWI and UHNWI, wealth reports, asset managers, financial data management, data reconciliation, consolidated reporting, Private Assets Module, PAM

How Blockchain is changing Private Investment Industry - Q&A with veteran, Jonny Fry

Posted by Check6 on Sep 4, 2019 11:07:24 AM

As co-founder and CEO of Team Blockchain, Ltd., Jonny Fry is a frequent contributor to print and broadcast publications on Blockchain-related issues.  In the 1980s he started, and later became CEO of an asset management company, which was floated on the London stock exchange. After over 20 years, and having grown the funds under management to over £1 billion, he wanted to do something different. He was attracted to the opportunities to help companies that Blockchain technology presented and, even more, believed that crypto-currencies had created a new asset class for investors that could help digitize many industries in important ways.

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Topics: single family offices, multi-family offices, wealth advisors, Next Gen Wealth, Changing consumer expectations, Tokenization, Blockchain, Jonny Fry, Team Blockchain, Blockchain Real Estate, Leaseum, HNWI and UHNWI

Why Screen Scraping Financial Data is a Bad Idea

Posted by Johan Pieter Verwey on Aug 20, 2019 8:50:00 AM

If you don't know what screen scraping is, then let me quickly explain what it means and how you may be relying on old technology for your most important financial data.

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Topics: innovation, single family offices, FinTech, data security, direct data feeds with banks, data feeds, screen scraping

Check6 Named to ‘The UK Wealth Technology Landscape Report’ by The Wealth Mosaic

Posted by Check6 on Jul 25, 2019 4:53:52 PM

Check6 has been named to the first annual UK Wealth Technology Landscape Report conducted by The Wealth Mosaic in the UK, which names and examines the most compelling technology solution providers serving the needs of the UK wealth management sector.

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Topics: innovation, single family offices, wealth advisors, FinTech, Online Wealth View, Detailed Look-Through, interactive wealth management tools, insightful financial reporting, banking platforms, direct data feeds with banks, direct data feeds

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

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