Notes on wealth-firm technology and operations.
Latif Horst writes about architecture, systems, data, security, providers, operations, and the considered use of automation and AI.
These notes examine the decisions behind a dependable technology environment: how systems fit together, where information belongs, how identities and access are governed, what providers are responsible for, and how controls hold up in operation.
Automation and AI are included when they are relevant, alongside integration, resilience, implementation, and change. The focus is on what makes a capability useful, secure, supportable, and accountable—not on novelty for its own sake.
Notes are published when there is something useful to add rather than on a fixed editorial calendar. They are written for principals and the people responsible for technology, security, operations, and implementation inside wealth firms.
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Occasional, concise notes from Latif on technology and operations in wealth firms.