Managing a Family Office with a modern Portfolio Management tool

Past event from 2019.

The Residence of the Ambassador of Finland in London – 14 Kensington Palace Gardens, Kensington, London

For whom: Family Office CxO, Head of Family Office, Managing Director of a Family Office, Reporting Manager of a Family Office, Family Office Accountant, Family Office Controller, Portfolio Analyst of a Family Office.

FA Solutions invites you to the Residence of the Ambassador of Finland for an afternoon seminar to learn how leading Family Offices make multi-asset investments and eliminate manual reporting by using the FA Platform to embrace automation.

Running Family Offices has become more complex as they manage a broader array of asset classes than most Asset Managers, from private equity to real estate. Furthermore, a portion of the wealth may be managed discretionarily by third parties and multiple custodians, making it even more time-consuming.

FA Solutions offers a leading multi-asset Portfolio Management platform in the cloud to solve these issues. It is a one-stop-shop for Front to Back Office tasks. Since expanding to the UK in 2018, we have focused on addressing the challenges Single and Multi Family Offices face in the United Kingdom. As testimony to this, Ken Bailey, CFO of London & Guernsey-based Single Family Office Höegh Capital Partners, will share why his company selected FA Platform and what their experience has been so far. This will be followed by a live demonstration of the platform covering key points, including reconciliation versus custodians, client reporting, and private equity investment monitoring.

We look forward to hosting Family Office managers and directors at the Finnish Ambassador’s residence in London to discuss major transformation trends in Portfolio Management during the evening drinks reception.

Event agenda
16.00 Doors open, registration & welcome drinks
16.30 Welcome words
Markku Keinänen, Ambassador of Finland to the United Kingdom
16.40 Introduction of FA Solutions and the FA Platform
Richard Nordin, Managing Director of FA Solutions UK
16.50 Höegh Capital Partners highlights advantages and pitfalls in selecting a modern PMS and shares why they chose FA Solutions
Ken Bailey, Chief Financial Officer at Höegh Capital Partners
17.10 FA Solutions live demo – how to manage a Family Office in FA Platform, incl. Private Equity management, Client Reporting, and Reconciliation
17.40 Embassy reception & networking
Hosted by the Ambassador of Finland and FA Solutions

Welcome!

Unfortunately, the event is fully booked, so the registration has been closed. Please contact Mohamed Rahmatalla (details can be found in the column to the right below the map) if you have any questions.