HubSpot Video



The number one attribute is a team that listens, because it’s two different languages. It’s English that I’m speaking, and Martian that you techy guys like to occasionally speak.

Anybody that’s face to face with families all day long and dealing with stuff, does not necessarily understand the language of 0’s and 1’s, so it’s really, really important to have humans at the other end that you can talk to and negotiate with, debate, and get solutions that work for both sides.

We as a client have to accept you can’t do everything. Some things, the juice just isn’t worth the squeeze, but most things we can have a grown up conversation about, so that’s my absolute number one, we can talk to you and you do listen to us.

Then, within reason, we can present data to families in a format that families like. This is a challenge for both sides though. Apple have got it down to a fine art, in that we all have the same iPhone, but all our iPhones are different. Each family’s got to look at that reporting system and feel that it is there’s and not like they’ve picked somebody’s phone up. We’re well down the path on that.

Secondly, but equally important to a business person, it needs to be the right colour, it needs to be branded, it needs to be white labelled, it needs to look like it’s come from your office. Again, it just unsettles a family if the output is a different colour or from a different source than everything else, it’s a simple enough concept, you guys have mastered that well for us.

Data security of course, we’re all constantly quaking we’ve left something on the bus that’s going to destroy our life’s work, and you guys are probably are the forefront of that, you’ve passed all of our tests and some, so data security is critical.

Ultimately, I think this is a journey not a destination, it never ends, and will never end. And after I leave the business and one of my management team continues to run the business, and on and on and on, the reporting has to evolve, it can never stop. Therefore, you’ve got to work with a team that’s young and dynamic and who are growing their business at the same speed with the same enthusiasm, so the two grow together, and that’s a critical bit of chemistry for all of us. So they’re the boxes that I can say in a very unbiased way that you have ticked, and it works well.

The very first time we showed you guys a huge menu or private equity that one particular family has, you didn’t bat an eyelid, you’d seen it before. A number of the institutions that we all have to drag our feet from, they’re all big names, we all know who they are, you guys have worked with them and seen them before. We haven’t got to go on a journey of educating what PE is or what VC is or anything else. That’s important.


Related content

26 Jul 2022 | Blog

Top 5 Family Office Data Challenges in 2022
Access to real-time data has been a key driver behind family office investment in technology, but what are the the main data challenges they are facing?
Read blog arrow-read-more

12 Jul 2022 | Blog

The Top 10 Family Office Trends in 2022
In uncertain times for the economy, and with geopolitical tensions contributing to inflationary pressure and low expected returns, family offices now need to review their options with urgency if they want to create alpha, both operationally and from investments. 

Against this backdrop, what are the key strategic shifts for family offices in 2022?
Read blog arrow-read-more

8 Jul 2022 | Case Study

Why Panthera Private Office chose to partner with Landytech
In this video case study, hear from CEO of Panthera Private Office, Simon Russell, on the key reasons they decided to partner with Landytech.
Watch now arrow-read-more

30 Jun 2022 | Blog

How Sesame Revolutionises Reporting for Family Offices
Find out how family offices across the globe are using Sesame to transform their data and reporting workflows, freeing up time for them to deepen relationships with families and grow their business.
Read blog arrow-read-more

23 Jun 2022 | Whitepaper

Family offices in the digital age: Data and the reporting challenge
As portfolios become more complex and the data burden increases, family office staff are increasingly bogged down in spreadsheets and legacy systems that struggle to keep up.

How can family offices use digital solutions to reclaim their time, so they can focus on deepening relationships with families and growing their business?
Download now arrow-read-more

14 Jun 2022 | Live panel

Family Office Operations: How to stay ahead in the digital age
Family offices increasingly aspire to offer consolidated reporting as part of their offering, and families have come to expect it. Without the right technology, it’s an insurmountable task, meaning that performance, client experience and staff satisfaction can all suffer. So, how can family offices rise to the challenge and what are the options? 
Watch now arrow-read-more

26 May 2022 | Blog

Intergenerational wealth transfer: How can multi-family offices futureproof their client base
Intergenerational wealth transfer is one of the main causes of client attrition, as clients pass and beneficiaries take their assets elsewhere. How can technology help multi-family offices deepen relationships with future generations.
Read blog arrow-read-more

13 May 2022 | Blog

6 things you need to build investment reports that clients love

Investors now expect on-demand, granular reporting, and legacy processes are straining under the pressure.

Through conversations with asset and private wealth managers our Client Operations Director, Kathleen Henrick, has identified six key requirements for creating investment reports that clients love.

Read on to find out what they are

Read blog arrow-read-more

4 May 2022 | Guide

10 things to avoid when choosing an investment reporting provider

Selecting a digital solution for data consolidation and investment reporting is a big decision, one many asset and private wealth managers cannot afford to get wrong. It can be hard to know where to start when assessing a provider, and there are many pitfalls.

Discover the 10 key things to avoid when choosing an investment reporting solution.

Download now arrow-read-more

17 Mar 2022 | Blog

Sesame Data: A one-stop-shop for your custodial data
Sesame Data takes on the most intensive parts of the data management process, without the need for a costly server-based system, increasing the quality of your data, streamlining internal processes, and empowering your team to focus on the high-value client interactions that fuel growth.  
Read blog arrow-read-more

1 Mar 2022 | Blog

5 reasons you need a wealth management API

As fast, sophisticated data management becomes business critical, what are the benefits data APIs can offer your organisation?

Read blog arrow-read-more

15 Feb 2022 | Blog

Cloud-based investment management software: 5 reasons you can’t afford anything else  

In a world of rising client, regulator and staff expectations, portfolio and risk management capabilities quickly become outdated. Cloud-based platforms offer the solution.

Read blog arrow-read-more

4 Jan 2022 | Whitepaper

How can family offices overcome the data management challenge?

Family offices increasingly aspire to deliver comprehensive, accurate and timely consolidated reports to families, and ultra-high-net-worth families have increasingly come to expect it. But to provide high-quality consolidated reporting, firms first need to navigate a host of complex data challenges.

Download now arrow-read-more

13 Dec 2021 | Blog

Data enrichment: Helping family offices make informed decisions

Enrichment is an important element of the consolidated reporting process. This is because it adds colour and granularity to the raw data that the family office sources from its custodians and stores in its database. It does this by appending to the raw data descriptive metadata from secondary sources. So, what should your family office know about enrichment?

Read blog arrow-read-more

11 Dec 2021 | Blog

Data transformation & storage: 4 key considerations for family offices

For downstream reporting, disparate information needs to be transformed into a single standardised schema, which can be processed systematically. And once the data is harmonised, it has to be stored – in a database. Discover the four key database considerations for family offices.

Read blog arrow-read-more

9 Dec 2021 | Blog

Data sourcing challenges: what is the best option for family offices?

Effective data sourcing is the starting point for the journey towards consolidated reporting, but it’s difficult to achieve. Family offices typically manage complex, multi-asset-class portfolios, with fragmented data sources that comprise disparate, non-standardised data sets. How can these data sourcing challenges be overcome?

Read blog arrow-read-more