March Newsletter: What new technologies enable access to private markets?
At a glance:
Hej! Hello! Hi!
This newsletter comes fresh off the slopes in Verbier and the Verbier Summit, where I’ve had insightful conversations with several family offices on their thoughts for the future, impact, digital solutions and more.
Over the last couple of years, it’s become clear that understanding the technologies powering private markets is crucial for future generations of investors.
Our upcoming webinar on Private Markets intends to delve into just this - and highlight some of the most interesting technologies and applications that might define the future of this area of investment.
I look forward to seeing you there!
Best wishes,
Francois & the Simple Team
Private Markets: The Modern Family Office Approach
Our next webinar will explore how family offices are shifting their approach to private markets and what technology solutions are enabling this. Our expert panel will discuss different strategies, and look at some of the digital offerings to discover and invest as well as those focused on private market data management and reporting.
A Heritage Of Innovation: How Masttro’s Family Office Origins Continue To Drive Their Vision
WealthTech platform Masttro was established over 14 years ago, but even their family office users likely don’t know that the company’s two founders, Domingo Viesca and Javier M Gutierrez, previously worked together at a family office.
It was with this background that they identified technology opportunities in the family office space and built their solution, with a focus on wealth owners first and foremost.
Unpacking these origins sheds some light into what is still the driving force behind Masttro today, with insights for anyone in the family office and WealthTech space.
Case studies: Famous founders and private market investments
Michael Dell and MSD Capital
With a focus on generating superior, risk-adjusted returns across a diverse portfolio, MSD Capital has earned a reputation for its strategic investments in various asset classes, making it a well-recognised name in the financial industry.
Bernard Arnault and LVMH
Bernard Arnault’s strategy of aggressive acquisition of renowned brands has seen his company acquire well-known names such as Sephora and Louis Vuitton, and has set the benchmark for the luxury goods industry.
领英推荐
Private Market Service Providers
Canoe redefines alternative investment data processes for family offices and wealth managers by combining industry expertise with the most sophisticated data capture technologies.
Apliqo possesses unmatched analytical capabilities for gaining deep insights into LP fund portfolios, using advanced projection models to anticipate future developments.
Out and about
Want to meet up with the Simple team in April??
New to Simple this month
SumIt Software offers simple, sophisticated family office software for complex family office accounting and provides an easy-to-use interface where family offices can see all their entities in one place, effortlessly book journal entries, and create consolidated reports in just a few clicks.
CFO Family, LLC is an independent back-office reporting service that leverages third-party technology to deliver the most comprehensive and interactive views of total net worth to wealth owners and their advisors.
An introduction to family office investments
Family office investment trends suggest a more active, growth-oriented mindset that are as unique as the family office clients they serve.
When considering private market exposure - and further investment opportunities beyond that - consider:
Top reads on Simple this month:
An assortment from our most popular recently published pieces.
Featured family office jobs
Selected from the Simple family office jobs portal.
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