Directory

Administrators, custodians, and asset servicing providers offer investment managers the ability to operate efficiently, effectively manage risk, and meet reporting and innovation based needs. Our directories offer insight into which service companies are providing asset managers with new ideas and solutions to meet their needs.

Watson Wheatley
LEADER

Watson Wheatley is a privately held FinTech company that specialises in securities reconciliation software for the buy-side. With extensive experience in the financial markets and a reputation for excellent customer service, Watson Wheatley is regarded as the premier provider of reconciliation and data aggregation solutions for asset managers.

Founded in 2007, Watson Wheatley was created to solve reconciliation complexities after building the iRecs system for the largest hedge fund in Europe. iRecs offers a best practice approach for reconciling even the most complex instruments and is now used by hedge funds and asset managers worldwide with a total of $560bn AUM.
- Expertise: Watson Wheatley has significant expertise in data aggregation, complex reconciliation processes and correctional data flows across asset management, private equity, commodities trading, P2P lending and hedge funds in the UK, USA, Hong Kong and Singapore. Senior management has previous experience at Cazenove Capital Management, GLG Partners, BNY and Citi.
- Contact 1: Tom Wheatley, COO
- Website: www.watsonwheatley.com
- Thought Leadership Content
- Reconciliation Best Practise
- The Role of Reconciliation in Managing Operational Risk
- EMIR Reconciliation Overview
Six
LEADER

SIX is a leading global provider of data and value-added services for the wealth and asset management industry. The company's strength lies in the area of reference data. Aggregated in real-time from 5,000 worldwide sources, Financial Information's data offering covers all the major trading venues. The database includes reference and market data, corporate actions, regulatory, funds, ESG and alternative data, pricing information for nearly 30 million instruments. With its offices in 20 countries, SIX combines the advantages of local expertise with global reach to offer financial specialists comprehensive data services for asset servicing and administration, middle office as well as investment and portfolio management
- Expertise: Reference data & valuation; Compliance, regulatory and tax; Indices; Alternative, analytical and ESG data; and Infrastructures. SIX offers its customers data whose quality and added value have been recognized by the market through numerous awards. From the back to the front office, all wealth and asset management professions find the characteristics, prices, securities transactions or calculated data they need on a daily basis, both historically and in real-time.
- Contact 1: Hugues Garcia, Regional Head of Sales
- Contact 2: Natasa Gligoric, Head Tax, Regulation and Funds
- Website: www.six-group.com/financial-information
Russell Investments
LEADER

Russell Investments is a global investment solutions partner, dedicated to improving people’s financial security. Russell Investments offers actively managed multi-asset portfolios and services that include advice, investments and implementation.

Russell Investments has £229.8 billion in AUM and works with over 1,800 clients globally (as of December 2019), independent distribution partners and individual investors in 30 countries. As a consultant to some of the world’s largest pools of capital, Russell Investments has £824.3 billion in Assets Under Advice, Assets traded around £1.8 trillion and managed 133 transition events representing £61.5 billion all through its Customised Portfolio Solutions business.

Data at 31.12.22.
- Expertise: Institutional investors are going through unprecedented change, which will present opportunities, but in Transition Management that represents unprecedented risk. It’s important for investors to identify the right partner, who can align with their interests, and minimise both costs and risks during the forthcoming changes. Our unique business model, client-centric approach and access to liquidity, helps to ensure the best outcome from a transition.
- Contact 1: Tom Whateley, Associate Director, CPS
- Website: russellinvestments.com/uk/solutions/institutions/customised-portfolio-solutions
- Thought Leadership Content
- Transition Management Explained
- When it comes to portfolio transitions, minutes matter
- De-risking implementation: What DB plans should know
SimCorp
LEADER

SimCorp provides integrated, best-in-class, multi-asset investment management solutions to the world’s leading asset managers, fund managers, asset servicers, pension and insurance funds, wealth managers, central banks, sovereign wealth funds, and treasury. Deployed on premise or in the cloud, SimCorp’s core solution, SimCorp Dimension®, alongside SimCorp Coric®, SimCorp Gain™, and SimCorp Sofia™ form a powerful and complete solution. Together with a range of managed services, they support the entire investment life cycle, based on a market-leading IBOR. Listed on Nasdaq Copenhagen, SimCorp is a global company, with regional offices across EMEA, North America, and Asia Pacific.
- Expertise: Our multi-asset investment management solutions support the entire investment management value chain and instrument landscape across the front to back office. With flexible deployment opportunities and a built-in Investment Book of Record (IBOR), you can scale along the way as your business grows and client demands change.
- Contact 1: Alan Copping, Head of Market Support
- Contact 2: Claudia Sandager Holm, Head of EMEA Demand & MarTech
- Website: www.simcorp.com
- Thought Leadership Content
- New Reality, New Lessons: How the sharp are sharpening their operating model
- Rethinking Market and Reference Data Management
- Cloud Technology for Improved Client Engagement