Hong Kong has offered a stable and welcoming environment to asset managers for more than 20 years, steadily building steam to emerge as a financial powerhouse behind New York and London. With its business-friendly tax structure and position as a gateway to China, one of the world’s largest markets, this semi-autonomous region is home to…
Giving Clients Ultimate Reporting Control: Building Excellence Across Wealth Management
COVID 19 – The Ultimate Black Swan Event for Stress Testing Your Firm’s Operations
A black swan event in finance is characterized by its rarity, unpredictability, severe impact and the belief that maybe – just maybe – it was actually obvious and we should have seen it coming. This sounds quite a bit like COVID-19. Nassim Nicholas Taleb, a former Wall Street trader who popularized the phrase black swan…
5 Asset Management Trends to Watch in 2020
Interview with James Haluszczak, Managing Partner, SteelBridge Consulting James Haluszczak, industry veteran and founder of SteelBridge Consulting, and his firm are exclusively focused on serving as a strategic advisor to private equity and venture capital fund managers, investors, and administrators. FundCount asked James to share his perspective on the top 5 asset management trends that he…
The Data Management Challenge: What it Means for Investors and Asset Managers
Data is the heart of the asset management industry. Multi-million-dollar decisions are made and deals are won based on the insights and number-crunching results data provides. After all, data is an enabler for smarter, more fact-based decisions. However, it can also be an anchor as firms struggle to cope with volume, ensure quality, implement sound…
Is a Hosted Solution Right for You?
The market is awash with cloud and managed hosting service providers, from industry heavyweights like Amazon AWS and Rackspace to smaller, highly reputable vendors such as Digital Edge. And it’s growing rapidly. According to Future Market Insights, the global hosting infrastructure market is expected to reach $11 billion this year, an increase of $8 billion…
Technology: What is it good for?
The fact is that family offices are not known to be investors in technology. Spreadsheets rule the family office and data analysis is left to external advisors. Data is usually so dispersed and unorganised that considerable time is spent just collecting, collating and reconciling it so as to allow effective oversight and decision-making. The dichotomy…
New Research Takes a Deep-Dive into Family Office Challenges
Family offices often wonder how they stack up against their peers in terms of asset allocation, technology, operational challenges and other issues that can impact not only day-to-day business but also long-term success. A new in-depth study by Family Wealth Report produced in partnership with FundCount, examines the key technological and operational challenges specific to…