This article outlines the main elements of the new UK Consumer Composite Investments (CCI) rules, sets out the key challenges,...

Private markets have become a cornerstone of wealth management strategies, evolving from niche allocations to mainstream components of high-net-worth portfolios....

Traditional fund servicing optimizes functions in isolation - fund administration here, transfer agency there. A fundamentally different architecture is emerging:...

A consistent narrative emerged during this year’s Fund Summit: alternatives and private markets are entering a new phase of scale...

When an ETF appears in an investor’s portfolio, the process looks almost effortless. But behind the apparent simplicity lies a...

For many years, transfer agents have provided reliable infrastructure for managing investor data, processing transactions and supporting cross-border fund flows....

Private markets have traditionally been an illiquid investment space, largely reserved for institutional or sophisticated investors. However, a clear shift...