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Workshop quote
Guernsey-based Family Office
Matthew King
Tackling the burden of manual bookkeeping with Sesame Data
9th April at 14:00 GMT
Manual bookkeeping of custodied investment portfolios and cash accounts represent a significant operational bottleneck for trust companies and family offices. As a result, employees have a mundane workload and this arduous and time-consuming work often represents an unprofitable arm of the business.
In this workshop, join Sales Executive, Matthew King, to discover how you can bring greater efficiency, accuracy and reliability to your operations with Sesame Data, the API-plug in that delivers a daily feed of aggregated transactions and holdings data directly into your accounting and bookkeeping system.
Hearing from the best voices in investment management
Michel Meert
European Consulting Leader for E&Fs and FOs
Ian Tabberer
Portfolio Manager
Lisa Cornwell
Partner, International Private Clients and Family Offices
Sally Tennant OBE
Founder
Fredrik Nerbrand
CIO, Family Office
Robert Barwise-Carr
Tax Director
Joseph Larizza
CEO
Sam Rubandhas
Head of Technical Sales - EMEA
Matthew Barrett
Partner
Caroline Lovelace
CIO & Co-Portfolio Manager
Matthew Stiling
Senior Operational Due Diligence Analyst
Prof. Trevor Williams
Former Chief Economist
London Office
52a Cromwell Road
London, SW7 5BE
United Kingdom
Paris Office
140 rue Victor Hugo
92300 Levallois-Perret
France