Cementing Client Relationships through Consolidated Reporting

Performance reports have ever been the primary interaction between investment management institutions and their clients, serving as the proof-point of value delivery and anchoring the relationship in transparent, responsive communications. Yet, at a time when investors the world over face unprecedented uncertainty, many firms are still struggling to deliver what clients really want – namely a comprehensive overview of their entire wealth delivered exactly when and how they prefer.

While it remains a wish-list item for many firms (and of course their clients), the highly unpredictable investment environment makes consolidated reporting a vital means of cementing relationships and fostering confidence. Forward-thinking firms are seizing the opportunity to provide truly holistic advice and move towards becoming their clients’ primary investment manager; those left behind are likely to only see their share of wallet eroded as aggregated reporting edges ever closer to “must-have” status.

Taking in the full scope of challenges and opportunities surrounding consolidated performance reporting, this thought-leadership event will address:

  • What sophisticated clients are demanding today in terms of performance reporting, and how their desires could change in the future
  • How independent asset managers can effectively overcome the technical and other practical challenges surrounding providing consolidated reporting
  • How reporting can be fully leveraged as proof-point of value delivery to clients and a deepener of relationships/wallet share
  • The role that consolidated reporting can play in brand positioning, marketing and winning new clients
  • Success stories from firms that have implemented aggregated reporting, detailing their motivation and approach, along with reactions from clients and relationship managers


08.15 - 09.00 Registration and refreshments 09.00 - 10.30 Panel session and Q&A 10.30 - 11.00 Networking


Date and Time

Date: Thursday 8th September - 2016
Time: 8:15 am – 11:00 am


Park Hyatt

Address: Beethovenstrasse 21, 8002 Zurich, Switzerland

About our Sponsors



Hugh Macquarrie

Leader Banking Transformation Practice


Financial Services consultant with line experience within Front, Middle and Back Office across the Investment Banking, Asset Management and Wealth Management industries. An experienced professional with a proven track record […]

Jason Ulrich

Managing Director Discretionary Portfolio Management

UBP Private Banking

Jason is Global Head of Discretionary Portfolio Management, responsible for an experienced team of wealth management professionals. He also acts as the Head of Investment Services in Zurich to ensure […]

Makis Ioannou

Chairman of the Board and Co-founder

Klarity Risk

Makis Ioannou, Chairman of the Board and co-founder of KlarityRisk Ltd. Makis is responsible for the strategic direction of the company but also actively sponsors the business development operations as […]

Paul Bebber

Regional Sales Manager UK and Central Europe


Paul Bebber is responsible for growing and developing SS&C Advent within the wealth, family office and asset management market place and has been growing the SS&C Advent market share in […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]