Blog

A perfect storm for the future of dealing?
Ever increasing demands on buy-side dealing are encouraging investment firms to consider radical change. Here we explore why outsourcing is one of the solutions now being increasingly chosen

Is the ‘buy side’ ready for SFTR?
As the European Commission finally indicates they will be approving SFTR Level II legislation this week, how are the asset owner lenders going to satisfy their obligations?

The adoption of fintech by third-party administrators – creating service enhancements or cutting their costs?
Covering over 80% of the market (based on total assets under administration), our study of leading custodian banks explores where, how and why major global firms are developing and deploying fintech across their business and operating models.

SMCR – asset and wealth managers, your time starts now
SMCR is already BAU for banks. Now it's coming to FCA solo regulated firms from 9 December 2019. Are you ready?

In an era of polarised opinion, what role should corporates play?
Traditionally, companies stayed safely in the middle ground, keen not to alienate a certain demographic and potential revenue stream. Now it seems they cannot refrain from voicing an opinion.

Investor services – is custody still king?
The leading investor services banks (State Street, BNY Mellon, JP Morgan, Citibank and so on) seem to be bifurcating into two distinct types: the Trust Banks (BNY Mellon, Northern Trust and State Street) and the universal banks (JP Morgan, Citibank, HSBC, BNP Paribas). At the same time we are seeing several banks re-shape their offerings and/or exit from certain services. Why is this? It probably all boils down to two connected factors – profitability and capital requirements.