In our milestone Episode 30 of Whiskey & Wealthtech, Alex sits down with Eric Lapham from Artius Global to unpack one of the most overlooked—but costly—areas in wealth and asset management: shareholding disclosure compliance. They break down why firms are struggling with manual processes, how one missed filing can trigger fines in the hundreds of thousands, and why automation is quickly becoming the industry standard. Kicking things off with a pour of a classic bourbon, Maker’s Mark, Eric...
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In our milestone Episode 30 of Whiskey & Wealthtech, Alex sits down with Eric Lapham from Artius Global to unpack one of the most overlooked—but costly—areas in wealth and asset management: shareholding disclosure compliance. They break down why firms are struggling with manual processes, how one missed filing can trigger fines in the hundreds of thousands, and why automation is quickly becoming the industry standard. Kicking things off with a pour of a classic bourbon, Maker’s Mark, Eric...
Bridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering Investors
Whiskey&WealthTech
15 minutes
1 year ago
Bridging Technology and Trust: Bart Vanhaeren’s Approach to Empowering Investors
Our latest episode of Whiskey and WealthTech, Alex Serman, Managing Director of Wealth and Institutional at First Rate, sits down with Bart Vanhaeren, CEO and co-founder of InvestSuite. Together, they explore the rapidly evolving WealthTech landscape and how InvestSuite is partnering with First Rate to pioneer solutions that blend advanced technology with a deep understanding of human behavior. Bart shares insights into how InvestSuite’s tools are empowering financial institutions to enhance ...
Whiskey&WealthTech
In our milestone Episode 30 of Whiskey & Wealthtech, Alex sits down with Eric Lapham from Artius Global to unpack one of the most overlooked—but costly—areas in wealth and asset management: shareholding disclosure compliance. They break down why firms are struggling with manual processes, how one missed filing can trigger fines in the hundreds of thousands, and why automation is quickly becoming the industry standard. Kicking things off with a pour of a classic bourbon, Maker’s Mark, Eric...
