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For a COO of a private bank, the reporting challenge is rarely framed as a technology problem. It surfaces as something else: relationship managers who are not as prepared as they should be, client meetings that drift toward operational updates rather than strategic conversation, and a creeping sense that the bank's reporting capability is not keeping pace with what clients have come to expect from their most important financial relationships.
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For a private bank with a strong technology team and a clear sense of what its clients need, building reporting capability in-house is an attractive proposition. The logic is straightforward: proprietary technology means full control over the client experience, the ability to differentiate on capability, and no dependency on a third-party vendor whose priorities may not align with the bank's own.
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The most valuable clients a private bank holds are also the most mobile. Ultra-high-net-worth individuals and families with complex, multi-asset portfolios have more options available to them than at any previous point, more providers competing for their assets, more technology enabling them to see exactly what they hold and how it is performing, and a growing expectation that their primary banking relationship should match the standard set by the best of those alternatives.
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Consolidated reporting is the production of a single, unified view of a portfolio across all assets, custodians, currencies, and legal structures. Rather than reviewing statements from individual banks, fund managers, and administrators in isolation, consolidated reporting brings all of that information together into one coherent picture, updated from a single data source, and presented in a format that reflects the way the family actually holds its wealth.
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Family office reporting has changed more in the past three years than in the previous decade. The combination of automated data aggregation, institutional-grade analytics, and now AI-powered querying has shifted what is technically possible to a point where the static quarterly PDF, assembled manually from custodian statements, is no longer an adequate benchmark. For offices that have not kept pace, the gap between what they produce and what the best-run offices deliver is widening.
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Family office reporting has changed. The days of emailing Excel files between custodians, manually reconciling positions across spreadsheets, and presenting a static PDF once a quarter are numbered. Families are more sophisticated, portfolios are more complex, and the bar for service has never been higher.
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A client calls asking why their portfolio is down 3% this quarter when markets are flat. Two days and a data pull later, the answer arrives. By then, the relationship has already taken a small but real hit.
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Alternative investments have moved from the periphery of family office portfolios to the centre of them. Private equity, real estate, hedge funds, direct investments, and a growing range of other alternative structures now account for a substantial share of total holdings, with allocations continuing to rise as families pursue returns that listed markets alone cannot reliably deliver.
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Following Landytech's recent wins in the Client Accounting and Client Reporting categories at the 2025 WealthBriefing Channel Island Awards, Benjamin Mouté, CEO and Founder of Landytech, sat down with WealthBriefing to explain how collaboration, innovation and a culture of continuous improvement are reshaping accounting and reporting for the trust sector.
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We're proud to announce that Landytech has been named winner in both the ‘Client Accounting’ and 'Client Reporting' categories at the 2025 WealthBriefing Channel Island Awards.
(L-R) Landytech's Ben Goble, Hugh Porter and Matthew King accept the Client Reporting and Client Accounting awards at the 2025 WealthBriefing Channel Island Awards in Jersey
These awards are a testament to our commitment to transforming trust company and family office bookkeeping processes with Sesame Data, our API solution that automates bookkeeping with a single feed of aggregated and standardised custodian data, delivered seamlessly into internal ERP or bookkeeping systems, enabling greater operational efficiency and scalable data management.
The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.
Participants around the world recognise that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.
London, Wednesday 2nd July 2025 - Quantios, the leading SaaS provider to the wealth, trust, and corporate services industry, today announced a strategic partnership with Landytech, the investment technology company behind Sesame Data, a powerful suite of API solutions. This partnership will give Quantios Core customers the power of Landytech's data aggregation, analytics and reporting capabilities, further enabling digitalisation across trust administration processes.
The first phase of the collaboration, launching in August, will allow Quantios Core customers to benefit from bookkeeping automation via a native connector between Quantios Core and Sesame Data's custodian data API, enabling data from over 500 global custodians, banks and investment managers to flow seamlessly into the trust company's single source of truth.
The connector will accelerate Sesame Data implementation and time to value, with seamless mapping of clean and standardised transaction data from multiple sources to client entities within Quantios Core, significantly reducing manual data entry in bookkeeping.
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We're thrilled to announce that Landytech has been named winner in the ‘Client Accounting’ category at the WealthBriefing Europe Awards 2025.
Landytech's Gregory Chouette and Amy Allpress accept the award for Client Accounting at the 2025 WealthBriefing European Awards Gala
This award is a testament to our commitment to transforming trust company and family office bookkeeping processes with Sesame Data, an API that automates bookkeeping with a single feed of aggregated and standardised custodian data, delivered seamlessly into internal ERP or bookkeeping systems, enabling greater operational efficiency and scalable data management.
The annual WealthBriefing European Awards program recognises the most innovative and exceptional firms, teams and individuals. The awards have been designed to showcase outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.
We are excited to announce our partnership with Dexbridge Capital, uniting deep investment advisory expertise with our cutting-edge analytics and reporting platform for family offices. By leveraging Sesame for Partners, this collaboration will deliver a combined solution that streamlines data aggregation, analytics and reporting, empowering mutual family office clients to manage complex, multi-generational wealth with more confidence and precision than ever before.
Through this alliance, clients can expect:
Following Landytech's recent win in the Client Reporting category at the WealthBriefing Channel Island Awards, our COO, Gregory Chouette, had the pleasure of sitting down with Clear Path Media, the organisers of the awards, for an interview. In the discussion, Gregory shares insights into the foundations of our success, the challenges we’ve overcome and our vision for the future of wealth management.
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Leading wealth management industry participant, Landytech, has been selected as a winner in the ‘Client Reporting’ category at The WealthBriefing Channel Islands Awards 2024.
Showcasing ‘best of breed’ in the Channel Islands region, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing Channel Islands awards so prized amongst winners.
The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.
By adopting the Sesame platform developed by the European financial technology provider, Scouting will implement its data aggregation and analytics offering for families and work on the creation of an international Family Office community.
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24th October 2023, London/Jersey - Today, Landytech, a leading technology provider for trustees, family offices and asset managers, is pleased to announce its partnership with BDO Jersey, one of the largest independent chartered accountants in the Channel Islands and a leading provider of Technology, Advisory and Assurance services.
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Discover how a London-based family office replaced an Excel-based ledger system with Landytech’s Sesame One, a consolidated investment reporting platform designed for family offices, saving days each month on data consolidation and reporting.
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Trustees have a core fiduciary duty to act in the best interests of their beneficiaries. In order to do so, they must gain an understanding of their long-term goals and aspirations. This is particularly important when it comes to investable assets.
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Reporting on portfolios spanning multiple asset classes, currencies and geographies is a time intensive, manual process, often prone to errors. This complexity and the difficulties involved in producing consolidated reporting can result in concentration risk, inflated costs and ill-informed investment decisions.
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Leading private wealth management industry participant Landytech has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
Landytech was awarded ‘Best Client Reporting’ at the Inaugural WealthBriefing Channel Islands Awards 2022.
Showcasing the best products, industry experts and service providers in the Channel Islands region, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.
Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners.
The WealthBriefing Channel Islands Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all of the world’s major wealth management centres.
Participants around the world recognise that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model.
Commenting on the firm’s triumph, Benjamin Mouté, Chief Executive Officer, Landytech said:
Technology is vital for trustees looking to thrive in the modern world. Automating data management processes and autonomous investment monitoring doesn’t just help to save resources, it also gives trustees the opportunity to focus on delivering a better overall client experience, to enable business growth.
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For a growing asset manager, the gap between the infrastructure you have and the infrastructure allocators expect is one of the most commercially consequential challenges you face. Institutional investors and consultants apply exacting due diligence standards before committing capital. They want to see robust risk management, accurate and timely reporting, and evidence that the firm has the operational discipline to support a significant mandate. Meeting that standard in-house, at the scale required and with the quality expected, carries a cost that most emerging and mid-sized managers cannot justify at their current stage.
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The concept of the trust was created in England, but many Commonwealth jurisdictions have since adopted the concept into domestic law. A trust is a legally binding arrangement where someone transfers property to another person or legal entity for the benefit of a third party.
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A considerable proportion of global wealth is owned by individuals who are close to or older than 60 years old – it’s been estimated that more than US$30 trillion will be transferred from one generation to the next over the next few decades.
Most family office advisors have spent the majority of their careers providing investment and financial advice to affluent baby boomers. But an aging client base poses a considerable risk to the long-term viability of multi-family offices.
Intergenerational wealth transfer is one of the main causes of client attrition, as clients pass, and beneficiaries take their assets elsewhere. If multi-family offices don’t develop relationships with their clients’ heirs, the chances of retaining assets are low.
So, how can technology help multi-family offices to deepen relationships with future generations now to ensure their business is futureproofed for decades to come?
When it comes to reporting, many firms still rely on outdated technology and legacy systems. Combining data from multiple sources and offline spreadsheets is an inefficient process that takes far too long, is highly prone to manual errors, and limits reporting flexibility.
It is no revelation that clients are increasingly savvy investors, and at a time of increasing market volatility and industry competition, expectations are soaring. Clients want on-demand, granular reporting, and legacy processes are straining under the pressure.
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Many members of the investment management community, hesitant to act as early adopters, have resisted pressure to fully digitalise and automate reporting – so far. Firms often want to see that new technology has been implemented successfully at competitors before making the leap. However, across the investment management spectrum, the need for a radically different approach to investment reporting has never been greater.
Increased competition and industry consolidation makes delivering – and proving – higher returns more important than ever, requiring advanced analytics and reporting. It’s also putting the squeeze on fees, pressuring firms to reduce the total cost of ownership for their IT tech stack and legacy systems. More efficient solutions need to be found if operational alpha is to be achieved.
In this shifting landscape, implementing a data-driven, agile approach to investment reporting can help asset and wealth managers get back ahead of the game.
Asset and wealth manager attitudes towards cloud-based investment management software systems have undergone a radical transformation in recent years.
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