Wealth management across the Asia-Pacific is evolving fast due to shifting demographics, increasing client sophistication and a demand for transparency. To remain competitive, wealth managers and private banks must innovate, adapt and enhance their services to meet clients’ changing needs.
We're helping wealth managers to meet client demand for a broader set of investment options and improved service experience with a comprehensive offering of data, analytics and workflow solutions.
Trends impacting wealth management
Stefanie Gonzalez, Director of BlackRock Business Consulting, joins the NYSE (an ICE exchange) to discuss the latest trends impacting the wealth management industry.
28 of the top 30 global wealth managers use ICE’s data solutions*
*Statistics as of December 2022. Client rankings are for ICE Data Services, drawn from various public sources which are available on request.
Featured solutions
Support intraday, real-time decision making and help link strategic objectives with day-to-day actions. As a leader in data services, we price securities across multiple asset classes including fixed income, derivatives, credit and OTC securities.
We provide reference data for more than 35 million financial instruments, tracking key data points such as terms and conditions, corporate actions, entity linkages and identification information.
This dataset equips online distribution and advisory platforms with essential information to assess whether a security aligns with the Hong Kong Securities and Futures Commission definition of a complex product.
Our data, analytics and geospatial intelligence platform enable the assessment and linkage of physical climate risk, climate transition risk and alternative data sets to securities.
Derivative Portfolio Analytics
Pre-trade price discovery and decision support tools, RFQ, STP deal capture, trade repository, scenario analysis, risk management reports and valuations.
The ICE difference
Client type | Challenge | ICE Solution |
|---|---|---|
Wealth management consultant
| Our client needed indicative pricing and reference data for their financial instrument list through their relationship management portal to generate investment proposals. | We supported data streaming integration across their relationship management portal to generate investment proposals with latest market data and pricing. |
Leading private bank
| Our client needed support to meet compliance requirements to showcase best-ex across their trading system for wealth management clients. | We supported implementation of ICE eValueX service for OTC derivatives trades and ICE Continuous Evaluated Pricing for fixed income trade assessments. |
Asset manager
| Our client was planning to launch fixed income as an investment option for their wealth management clients. | We implemented fixed income pricing solutions that helped them both in their trading processing and settlement, as well as redistribution to their clients via online portal and mobile application. |
Regional Bank
| Our client required quality, timely, and extensive reference data security coverage for their multi-asset class security setup, trade validation and client reporting workflow at a fixed cost. | We formulated a multi-year fixed cost agreement for our multi-asset class universe reference data to be delivered into the clients Security Master to support their front to back workflow. |
Custodial clearing firm | Our client wanted to augment their clearing and custody platform to allow users to see client portfolio data alongside real-time analytics and market data, thereby providing a more holistic view of client accounts. | We integrated our white labeled desktop terminal into our client's customer platform that is used by hundreds of RIAs, banks and brokerage firms. |
Full-service brokerage | Our client needed to provide active trading software for their self-directed brokerage customers. | We customized our ICE Connect desktop platform with integrated brokerage tools to help our client meet the needs of these customers. |
How wealth managers and private banks can meet the needs of Asia-Pacific investors
ICE’s Magnus Cattan discusses how customization, digitization, and increasing regulation are crucial themes for wealth managers to address in order to meet the evolving demands of Asia-Pacific investors.
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