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136-150 of 3498 results
Sopra, Gambit to provide integrated wealth management services
By BBR Staff Writer
Sopra Banking Software and Gambit Financial Services have joined hands to offer wealth management capabilities, to enable banks to better serve mass affluent and high net-worth individuals (HNWIs).
Banking Services > Retail Banking > News
Lloyds close to sellling Scottish Widows Investment Partnership
By BBR Staff Writer
British's Lloyds Banking Group is understood to be close to divesting its wealth management business Scottish Widows Investment Partnership (SWIP), in order to raise capital level and streamline business.
Banking Services > Retail Banking > News
BOK Financial to purchase GTRUST Financial
By BBR Staff Writer
BOK Financial has entered into an agreement to acquire GTRUST Financial Corporation, a Topeka, Kansas-based independent trust and asset management company, for an undisclosed sum.
Banking Services > Retail Banking > News
JPMorgan requested to stand trial over Paschi-Antonveneta deal
By BBR Staff Writer
US-based bank JPMorgan Chase & Co (JPM) has been requested by Italian prosecutors to stand trial in relation to a probe over Banca Monte dei Paschi di Siena's Banca Antonveneta deal.
Banking Services > Retail Banking > News
TCW acquires Craton Equity to boost alternatives group
By BBR Staff Writer
Global asset management firm TCW has purchased Los Angeles-based private equity company Craton Equity Partners, in a bid to strengthen its alternative offerings.
Wealth & Assets Management > Asset Management > News
Macquarie Group submits final bid for Lloyds' Australian assets
By BBR Staff Writer
Global diversified financial services company Macquarie Group has reportedly placed its finals bid for the acquisition of Lloyds Banking Group’s Australian assets, worth nearly A$1bn ($935m).
Wealth & Assets Management > Asset Management > News
SGSS to offer custody, trustee services to EQI Asset Management
By BBR Staff Writer
British EQI Asset Management has selected Societe Generale Securities Services (SGSS) in Ireland, to provide fund administration, financial reporting, transfer agency, taxation, custody and trustee services.
Wealth & Assets Management > Asset Management > News
Standard Life Wealth acquires Newton Private Clients
By BBR Staff Writer
UK's discretionary fund management businesses Standard Life Wealth (SLW) has completed the acquisition of Newton Private Clients, in a deal valued at nearly £83.5m.
Banking Services > Retail Banking > News
CI Financial to purchase 65% stake in Marret
By BBR Staff Writer
Canadian-owned independent wealth management company CI Financial has inked an agreement to acquire 65% stake in Marret Asset Management, an alternative asset manager specializing in global and Canadian fixed income.
Wealth & Assets Management > Asset Management > News
Barclays to close down wealth management business in 130 countries
By BBR Staff Writer
UK-based financial service company Barclays is all set to shut down its wealth management businesses in approximately 130 countries by 2016.
Banking Services > Retail Banking > News
Goldman Sachs to buy Deutsche Bank's stable value business
By BBR Staff Writer
Goldman Sachs Asset Management (GSAM) has agreed to purchase Deutsche Asset & Wealth Management's (DeAWM's) stable value business, with total assets under supervision of $21.6bn as of 30 June 2013.
Wealth & Assets Management > Asset Management > News
Credit Suisse considers closing wealth management business in certain countries
By BBR Staff Writer
Switzerland-based lender Credit Suisse is reportedly planning to shut down its wealth management operations in nearly 50 countries, by the end of this year.
Banking Services > Retail Banking > News
Four firms to submit final bids to acquire Lloyds’ A$9bn Australian unit
By BBR Staff Writer
British lender Lloyds Banking Group is expected to receive at least four final bids for the sale of its Australian asset finance and commercial lending units, including BOS International and Capital Finance.
Wealth & Assets Management > Asset Management > News
Dexia plans to divest asset management business to New York Life Investments
By BBR Staff Writer
Franco-Belgian lender Dexia has entered into an exclusive discussion with New York Life Investments, to divest 100% of its shares in Dexia Asset Management.
Wealth & Assets Management > Asset Management > News
JP Morgan agrees to pay $920m penalties to settle London Whale scandal
By BBR Staff Writer
US-based lender JP Morgan Chase has agreed to pay penalties of $920m (£572m) to global regulators, over its failings to supervise and manage ‘London Whale’ trading scandal, which forced the bank to suffer a $6.2bn loss.
Wealth & Assets Management > Asset Management > News

BBR White Paper Recommendations

Revenue Leakage – Opportunity Calling! By Suntec
Revenue Leakage has been a universal phenomenon, gnawing up the profit margins of transaction-based industries, especially across their business support systems. Though the Banking industry people are particularly quick in acknowledging the glaring prevalence of revenue leakage, they are not able to pinpoint its source or quantity, or chart methodologies to ensure Revenue Assurance.... Banking Services > Commercial Banking > White Papers Customer Profitability Vs. Customer Satisfaction: Keep Guessing or Model your Pricing Strategies By Suntec
Most financial institutions do not have a clear understanding of what or who drives their profitability. They make assumptions or guesswork, and most of the time, try and fix their profitability metrics into the 80/20 rule or something similar — the majority of profits (80%) come from a minority (20%) of customers, products or business segments. Is profitability as simple as this? While there is no denying the 80/20 rule, how does an organization find this 20%? ... Banking Services > Commercial Banking > White Papers Banks - Reward Your Customers Incrementally, Based on Their Profitability By Suntec
Financial Institutions (FI) are on the verge of a strategic make-over. The market conditions imply an increased need to generate revenues and customer profitability, to ensure sustainability and future business success. In order to achieve these objectives, the FIs need to devise strategies that leverage customer relationships in a way that has never been done before. ... Banking Services > Commercial Banking > White Papers Achieving Measurable Gains by Automating Claims Processing By Kofax
Moving to a fully automated process is a goal for claims processing of nearly all insurance executives. Companies are at various levels of automation and often do not have an appropriate strategy to achieve higher levels of automation. This white paper identifies seven levels of claims automation and provides a roadmap that can be followed to enhance claims processing. This straightforward approach can be used to increase the likelihood of successful automation. Download this free white paper from Kofax to find out more.... White Papers Customer Centricity: The Key to Success in Retail Banking By Kofax
The economic slowdown has forced many banks to redirect their focus to retail banking and reinvent themselves as customer-centric organizations. But many institutions still use legacy infrastructures and processes that hinder necessary readjustments, in particular with regard to information exchange and customer communication. This white paper explains how these difficulties can be overcome, and how banks and financial institutions can reengineer core IT and business processes to support their business objectives. Download this free white paper from Kofax to find out more.... White Papers See more
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