By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

Preferences Deny Accept

Product

See the webinar! Wealth Talks: Custody fees unraveled

Etienne de Bejarry

November 8, 2022

Table of Contents

We gladly share the webinar "Wealth Talks: Custody fees unraveled" with you.

During this 30-minutes session we covered matters of fees and our new feature - improved and data-based fee analysis (with our partner, GreenLock).

We hope you'll enjoy the recording!

‍

Do you want to talk about the new capabilities of our Wealth Management Platform? Contact us!

‍

‍

‍

You can download the presentation here.

FAQ

Etienne de Bejarry

Etienne is on a mission to help wealth managers have access to consolidated data anytime, anywhere. He brings over 10 years of business developement experience to the WealthArc team.

You should also check

From Data to Dialogue: Using Consolidated Reporting to Strengthen HNW Client Relationships

September 30, 2025

Wealth management

Automating Portfolio Rebalancing: Strategies for Increasing Efficiency and Accuracy

September 30, 2025

Wealth management

Consolidating Custodian Bank Feeds: Overcoming the Core Challenge for Multi-Banked Clients

September 30, 2025

Wealth management

Fintech Partnerships: How EAMs Can Collaborate to Enhance Service Offerings

September 30, 2025

Wealth management

A Deep Dive into Portfolio Benchmarking: How to Demonstrate Value to HNW Clients

September 30, 2025

Wealth management

Building the Optimal Tech Stack for a Modern Multi-Family Office

September 30, 2025

Wealth management

The True Cost of On-Premise vs. Cloud-Based SaaS for Wealth Managers

September 30, 2025

Wealth management

Scaling Your EAM: A Roadmap for Adopting a Consolidated Wealth Platform

September 30, 2025

Wealth management

Explaining the Risks of Investing in Cryptocurrencies

September 30, 2025

6 Best Markets to Invest in Real Estate in 2025

September 30, 2025

Prospecting Tools For Financial Advisors

September 30, 2025

Direct Custodian Data for Family Offices

September 30, 2025

Wealth management

Alternative Asset Reporting For Family Offices

September 30, 2025

Wealth management

Multi-family office vs wealth managers: What is the difference?

September 30, 2025

Wealth management

Family Office vs Hedge Fund: Similarities and Differences

September 30, 2025

Wealth management

List of the Top Family Offices in 2025

September 29, 2025

Wealth management

WealthArc partnering with BlackRock Portfolio 360 to Enhance Portfolio Analysis for Wealth Managers and Family Offices

WealthArc Once Again Among the WealthTech100 Innovators

Diversifying Investments Through Family Office Expertise

Wealth management

How to Consolidate Tangible and Intangible Assets Effectively

Wealth management

Benefits of Centralizing Wealth Through a Family Office

Wealth management

Single-Family Office vs. Multi-Family Office—What’s the Difference?

Wealth management

Building a Long-Term Investment Strategy with Private Banking Services

Wealth management

The Future of Private Banking and Wealth Management—Trends, Innovations, and Client Expectations in 2025

Wealth management

Future Trends and Updates in FinSA Compliance

Wealth management

The Role of Data Visualization in Wealth Management

Wealth management

Improving Decision-Making with Accurate Wealth Data Insights

Wealth management

Data Quality vs. Quantity—The WealthArc Advantage

Wealth management

How WealthArc Helps Eliminate Manual Errors in Data Handling

Wealth management

Active vs. Passive Investing—Insights from Wealth Management Platform

Wealth management

How to Maximize the ROI of Wealth Management Technology

Wealth management

5 Reasons You Need a Wealth Management API

Wealth management

Ensuring Data Accuracy in Wealth Management Platforms

Wealth management

How to Build Client Trust with Transparent Wealth Data Management?

Wealth management

Importance and Benefits of Asset Allocation in Wealth Management

January 30, 2025

Wealth management

Wealth Management vs. Private Equity - Detailed Guide

January 30, 2025

Wealth management

Differences of Asset Management vs. Private Equity

January 30, 2025

Wealth management

Wealth Management Software as a Service - Why Is It Better than Developing Your Own Solutions?

January 30, 2025

Wealth management

8 Biggest Cyber Threats in Finance and Wealth Management

January 30, 2025

Wealth management

Preventing Internal Cyber Attacks in Wealth Management

January 30, 2025

Wealth management

Private Equity vs. Investment Banking vs. Venture Capital

January 30, 2025

Wealth management

Private Equity vs. Public Equity: Key Differences & Advantages

January 30, 2025

Wealth management

What Is Private Equity Investment and Why Do Wealth Managers Opt for It?

January 7, 2025

Wealth management

How to Invest in Private Equity Effectively?

January 7, 2025

Wealth management

Geopolitical Situation vs. Risks and Investments: How Are Geopolitics and Wealth Management Intertwined

January 7, 2025

Wealth management

What Is Proactive Wealth Management?

January 7, 2025

Wealth management

What Is the Great Wealth Transfer and Why Does It Matter?

January 7, 2025

Wealth management

Cater to the Needs of the New Generation of Investors with Omnichannel Wealth Management

December 16, 2024

Wealth management

Latest AI Trends in Wealth Management

December 16, 2024

Wealth management

How Can AI Transform the Wealth Management Industry for the Better?

December 16, 2024

Wealth management

The Pros and Cons of Algorithmic Trading

November 29, 2024

Wealth management

Embrace Digitization in Wealth Management

November 29, 2024

Wealth management

WealthArc—The Best Asset Management Software for Multi-Family Office Investments and Reporting

November 29, 2024

Wealth management

Effective Asset Management in the Digital Era

November 29, 2024

Wealth management

The Role of Customer Experience in Wealth Management

November 21, 2024

Meeting the Wealth Management Expectations of High-Net-Worth Individuals

November 21, 2024

Is Real Estate Worth Investing During Recession?

November 21, 2024

7 Risk Management Tips and Strategies for Wealth Management

November 21, 2024

3 Ways to Calculate the Rate of Return on an Investment – and Which is Best for EAMs?

November 21, 2024

What Is Simple Rate of Return (SRR)? How to Calculate It?

November 21, 2024

What Is Time-Weighted Return (TWR) and How to Calculate It?

October 30, 2024

Wealth management

What Is Money-Weighted Return (MWR) and How to Calculate It?

October 30, 2024

Wealth management

How to Build an Effective Family Office: Boosting Productivity with WealthArc

October 30, 2024

Wealth management

Understanding ESG Investing Greenwashing: What Does It Mean for Sustainable Investments?

October 30, 2024

Wealth management

Is Sustainable Investing the Future of Wealth Management?

October 30, 2024

Wealth management

What Impacts Family Office Operating Costs and How to Reduce Them?

October 30, 2024

Wealth management

What Is a Portfolio Management System?

September 30, 2024

Wealth management

How AI Changes Wealth & Asset Management

September 30, 2024

Wealth management

Key Trends Redefining Family Office Dynamics

September 30, 2024

Wealth management

6 Wealth Management Trends to Watch

September 20, 2024

Wealth management

Cybersecurity in Wealth Management: Keeping Client Data Safe

September 20, 2024

Wealth management

Integrating ESG Considerations into Wealth Management

September 20, 2024

Wealth management

Effective Strategies for Managing Family Office Investments

September 20, 2024

Wealth management

The Importance of Data Accuracy in Financial Reporting

September 20, 2024

Wealth management

What Is a Family Office?

September 20, 2024

Wealth management

How to Select the Right Portfolio Management Software for Wealth Management

September 20, 2024

Wealth management

WealthArc Teams Up with Polixis to Automate KYC Screening and Enhance Compliance Efficiency

September 9, 2024

What is ERM and Why Is It Important For Your Family Office?

Wealth management

The Impact of Regulatory Changes on Wealth Management

Wealth management

Personalizing Client Experiences in Wealth Management

Wealth management

How to Start a Family Office

Wealth management

WealthArc Recognized in the WealthTech100 Once Again!

WealthArc Redefines Compliance for External Asset Managers

Unlocking the Power of CRM in Portfolio Management Systems

WealthArc and ZeroLink are transforming wealth management with Artificial Intelligence

January 17, 2024

Intricacies of data accuracy in Wealth Management

December 4, 2023

Wealth management

Empowering Wealth, Embracing Compliance: RJM's Journey in Financial Precision.

November 27, 2023

Wealth management

Portfolio Management System: the nerve center for wealth managers

November 15, 2023

Unlocking Financial Potential: Harnessing the Power of Fee Optimization

Top 5 Focus for Wealth Managers - What Wealth Management Will Be Focused on This Year

Wealth management

FIDLEG compliance: what helps in meeting FINMA expectations?

What to consider when choosing a wealth management tool?

Wealth management

Time eaters vs time savers: how WealthArc saved 1144 days for our clients in 2022

Writing the Future of Finance

Well-suited Portfolio Management System for EAM - how to choose the best one for your company

Wealth management

WealthArc Programmers Win Europe’s Biggest FinTech Hackathon

WealthArc Wins the First Client in Lugano

WealthArc among Top 5 Swiss Growth FinTechs

WealthArc & Swisscom Cybersecurity in Wealth Management + Summer Apéro

WealthArc Secures New Financing to Become Next-Generation Wealth Management Hub