Asset Management Systems Insights


Providing competitive asset and wealth management with in-memory computing

25th April 2017

Company: GridGain Systems
Asset and wealth management services providers face mounting competitive pressure on two fronts. On one front, today’s investors, especially younger ones, have very different expectations. Rather than relying on the advice of a single investment advisor, they tend to get more personally involved by consulting peers and independent reports and... read more

Top interviews from Q1 2017 part two: MangoPay, Moven, Barclays, LexisNexis and Margaris Advisory

17th April 2017

Company: bobsguide
1. "Because of PSD2 we might see a number of companies enter the tri-party payments space in an effort to maintain growth, but there is a lot of work they’ll have to do to catch up to where we are": James Morton, Mangopay Country Head UK & NL The crowdfunding and marketplace model industries have blossomed in recent years,... read more

How to select: AML software, fund management software, corporate treasury systems

17th April 2017

Company: bobsguide
1. AML software: How to select the right provider in 2017 Regulatory pressure on financial institutions and services to crack down on illegal activity has never been stronger. The sophistication levels of criminals wishing to process finance illegally, coupled with the increased scrutiny financial institutions are now facing, supported by fines... read more

The influencer interview: Danielle Guzman

12th April 2017

Company: bobsguide
Danielle Guzman is global solutions marketing leader for Mercer, based in New York. She has over 20 years of experience as an insurance marketer and is an expert in the financial services industry. She was recently ranked #2 in the InsTech Power 100 leader board and #5 in the Women in Finance 100. bobsguide spoke to the marketing leader about... read more

Industry trends Q&A: Broadridge Revenue and Expense Management Solutions GM Boston Christopher John

12th April 2017

Company: bobsguide
With over 20 years of experience in building, implementing and supporting financial service applications, Christopher John currently leads the revenue and expense management solutions as president at Broadridge. Prior to his current role, he was the director of fixed income trading systems for Bank Boston Robertson Stephens. There he was... read more

Delivering a high quality investment outcome through portfolio optimisation

4th April 2017

Company: Objectway
Alberto Cuccu - Chief Client Solution Officer, Objectway Strategic asset allocation is the basic framework of the investment process and the first important choice to do. According to Morningstar and its famous research of 1986, about 93% of the returns from investment were due to asset allocation. Today, the landscape is roughly... read more

The impact of Brexit: Fintech firms begin to speak out

30th March 2017

Company: bobsguide
With Article 50 being enacted this week, the fintech industry is considering what the new landscape created by the UK formally announcing its intentions to leave the EU will mean for themselves, their clients, both financial services and SMEs, and the economy. Stephen Burke – Group Corporate Development Director of asset management... read more

A new asset management landscape?: Life after Brexit

27th March 2017

Company: Profile Software
Although there are opinions by the yard as to what Brexit will mean – whether for financial services or otherwise – it is essentially nothing more than speculation on what might be – however educated or well informed. In the UK there was life before passporting and, believe it or not, life would continue if passporting were to... read more

“Thanks to pressure from fintechs, wealth management services are finally being forced to offer good products for their clients”: Novofina CEO Harald Helnwein interview

24th March 2017

Company: bobsguide
Harald Helwein is one of the most well-known and respected wealth management figures in Central Europe, after whom an algorithm-based trading system is named. He is also a strong advocate of clients getting a fairer deal from their wealth management services, which was the motivation behind launching investing fintech Novofina in 2013. In an... read more