Private Wealth Solutions


Levels of post-trade automation across the private banking and wealth management industry vary. Generally, small to medium sized banks are more manual than their multinational counterparts, but even among larger global players fully automated front-to-back platforms are rare.

By fully automating the entire trade lifecycle, private wealth firms can benefit from:
  • Significant reductions in operational risk and operating costs
  • Increased scalability and greater efficiency as trade volumes fluctuate
  • Improved compliance with regulatory requirements and greater data security
  • Enhanced ability to demonstrate stability to investors

Switzerland and Singapore’s private banking markets have been pitted opposite each other in recent years as the most powerful global financial wealth hub. Despite talk of competition by the media, analysts and investors, according to most banks operating in both these countries, the private banking markets in Singapore and Switzerland are not competitors.

This white paper highlights how two banking power houses are ever changing to combat the increasing pressure of a recovering industry.


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Highlights

Products for Private Banks
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Omgeo CTM +

Related Information
Omgeo CTM Brochure +
White Paper on Advice-Centric Private Banking Business Model +

Asset Classes
Learn about the asset classes that Omgeo currently supports
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Executive Blogs
In search of settlement efficiency: the drive for operational excellence
While the industry has been focused on making improvements to clearing and settlement infrastructures in both major and emerging markets around the world, a proportion of securities trades still fail to settle, representing a high value at risk.
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Operational Challenges for Asian Banks and Wealth Managers
One of the biggest challenges in wealth management and private banking is the establishment of effective operational practices. And as Asia’s private wealth industry evolves, operations managers are becoming increasingly focused on how they manage their processes across the entire lifecycle of a trade.
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Omgeo Partner Program
Avaloq & Omgeo
Omgeo partnered with Avaloq to offer private banks an integrated, cross-asset solution designed to automate the post-trade process. Through this partnership, Omgeo and Avaloq are able to offer clients a unified solution, reducing IT expenditures and benefitting from proficient, integrated functionalities.
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Case Studies
Citi Private Bank and Omgeo: Improving operational efficiency for a global private bank
As an outsourcer to the Asia hedge fund industry, Quality Risk Management and Operations (QRMO) provides funds with a robust and efficient post-trade environment, strengthened by the company’s adoption of Omgeo Central Trade Manager (Omgeo CTM).
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