Think Money Group: a case study on client asset recs & FCA compliance

Case Study | Asset management Think Money Group: a case study on client asset recs & FCA compliance

ReconArt

Think Money Group: a case study on client asset recs & FCA compliance

Think Money leverages ReconArt to perform daily bank account reconciliations for enhanced compliance with FCA CASS 11 compliance (Debt Management… Continue Reading

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Privacy-Preserving Techniques—and the Power of Confidential Computing

Other | Asset management Privacy-Preserving Techniques—and the Power of Confidential Computing

R3

Privacy-Preserving Techniques—and the Power of Confidential Computing

Privacy-preserving techniques (PPTs) are a family of modern cybersecurity techniques that make it possible to protect data even when it… Continue Reading

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The Real Pot of Gold for Family Offices

Best Practice | Asset management The Real Pot of Gold for Family Offices

FundCount

The Real Pot of Gold for Family Offices

To achieve a single source of investment truth, family offices must pay close attention to how data is gathered and… Continue Reading

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Bigger Isn’t Always Better: How To Choose Your Niche Consultant – Part 2

Other | Asset management Bigger Isn’t Always Better: How To Choose Your Niche Consultant – Part 2

Meradia

Bigger Isn’t Always Better: How To Choose Your Niche Consultant – Part 2

Niche consultants can make a purposeful impact on your organization. Jose Michaelraj, CIPM, CAIA, Meradia’s Senior Consultant, explains how to… Continue Reading

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Bigger Isn’t Always Better: How Niche Consulting Firms Add Meaningful Value – Part 1

Other | Asset management Bigger Isn’t Always Better: How Niche Consulting Firms Add Meaningful Value – Part 1

Meradia

Bigger Isn’t Always Better: How Niche Consulting Firms Add Meaningful Value – Part 1

When hiring an investment management consultant, there are many options to choose from. Meradia’s Senior Consultant, Jose Michaelraj, CIPM, CAIA,… Continue Reading

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The Hidden Risk of Spreadsheet Workarounds

White Paper | Asset management The Hidden Risk of Spreadsheet Workarounds

EZOPS

The Hidden Risk of Spreadsheet Workarounds

EZOPS not only permits replication of all spreadsheet-based mathematical functions but also has the added benefit of audit history, version… Continue Reading

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Your immutable future - Let's talk DAML & ESG

Other | Asset management Your immutable future - Let's talk DAML & ESG

GFT

Your immutable future - Let's talk DAML & ESG

The latest episode of GFT’s ‘Your immutable future’ podcast, a regular podcast series examining Distributed Ledger Technologies and Crypto, is… Continue Reading

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What is Trust Technology—and Why You Should Care

Other | Asset management What is Trust Technology—and Why You Should Care

R3

What is Trust Technology—and Why You Should Care

As the world goes digital and becomes even more connected, the traditional means of fostering trust have been increasingly inadequate… Continue Reading

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Wealth Management Review 2021 – Sector Transformation

White Paper | Asset management Wealth Management Review 2021 – Sector Transformation

Cashfac

Wealth Management Review 2021 – Sector Transformation

This 34-page whitepaper analyses survey findings from 120+ senior execs at leading UK wealth managers on the challenges and opportunities… Continue Reading

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The benefits of a modern tech stack in the wealth management industry

Best Practice | Asset management The benefits of a modern tech stack in the wealth management industry

GBST

The benefits of a modern tech stack in the wealth management industry

The wealth management industry is facing unprecedented change from numerous directions. Andrew Boniface, Head of Product EMEA at GBST, argues… Continue Reading

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Syn~ capital market solutions [Brochure]

Brochure / Fact Sheet | Asset management Syn~ capital market solutions [Brochure]

GBST

Syn~ capital market solutions [Brochure]

Inside this brochure learn about GBST’s Syn~ suite of solutions for capital markets. Continue Reading

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EMEA wealth management solutions [Brochure]

Brochure / Fact Sheet | Asset management EMEA wealth management solutions [Brochure]

GBST

EMEA wealth management solutions [Brochure]

Inside this brochure includes information on GBST’s wealth management solutions for the EMEA region and why we are the trusted… Continue Reading

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APAC Wealth Management solutions brochure

Brochure / Fact Sheet | Wealth management APAC Wealth Management solutions brochure

GBST

APAC Wealth Management solutions brochure

Inside this brochure includes information on GBST’s wealth management solutions for the APAC region and why we are the trusted… Continue Reading

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Retirement income in the direct platform market

Best Practice | Asset management Retirement income in the direct platform market

GBST

Retirement income in the direct platform market

We’ve sponsored a report by financial services consultancy the lang cat into investment platform decumulation functionality. The report finds that… Continue Reading

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Merging super funds presents prime opportunity to evaluate platform options

Best Practice | Asset management Merging super funds presents prime opportunity to evaluate platform options

GBST

Merging super funds presents prime opportunity to evaluate platform options

With several superannuation fund mergers in the headlines, it’s clear the sector is going through a major consolidation phase. Damien… Continue Reading

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Cracking the Code on Automating Alternatives Data Management

Other | Wealth management Cracking the Code on Automating Alternatives Data Management

Meradia

Cracking the Code on Automating Alternatives Data Management

We’ve seen a number of technology solutions emerge in recent years that attempt to address the challenges facing Alternatives Data… Continue Reading

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3 Ways To Accelerate Your Vendor Selection Process

Other | Wealth management 3 Ways To Accelerate Your Vendor Selection Process

Meradia

3 Ways To Accelerate Your Vendor Selection Process

Finding a vendor to solve a business need is often treated as an analytical task – pick one that checks… Continue Reading

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2021 Research Report: Outsourcing Data Management

White Paper | Asset management 2021 Research Report: Outsourcing Data Management

alveo

2021 Research Report: Outsourcing Data Management

These are challenging times for asset management firms. The volatility in 2020 coupled with structural shifts in the industry and… Continue Reading

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