Wealth and Investment Management
Societe Generale Securities Services (SGSS) provides a fully integrated Wealth and Investment Management outsourcing solution for the UK. Aimed at mid-tier wealth and investment fund managers, the solution spans the full post-trade value-chain from global execution to global custody.
Mid-tier wealth fund managers are continuously faced with the costs associated with constant regulatory change and operational developments. To remain competitive, managers are increasingly looking to outsource operational functions, leverage providers to reduce the costs associated with maintaining their back-office systems, and develop web functionalities.
In response, SGSS's real front-to-back office wealth management solution in the UK provide a unique best-of-breed portfolio management platform in partnership with JHC, specialists in IT solutions.
Wealth managers benefit from a modular suite of services from wealth to fund services and associated banking services. SGSS’ unique solution comprises a consolidated service provision supporting:
- integrated execution services and liquidity support,
- middle & back-office services,
- segregated portfolio processing,
- master books and records,
- multi-product clearing and settlement processing,
- global settlement and local custody with multi-currency capabilities,
- fund administration services.
Additional ancillary services include:
- foreign exchange services,
- liquidity and securities lending,
- asset servicing and reporting services,
- risk and regulatory reporting.
Mid-tier wealth and investment managers, private banks, direct dealing/broking firms and advisory firms will benefit from key operational, cost, risk and time benefits by subscribing to this outsourcing solution. As a result, they can be more end-investor oriented and focus budgets and management time on client-facing duties and functions, thus enhancing their competitive positioning.
“We aim to be a key partner to our clients,” comments Andrew Duffin, Head of Sales and Relationship Management, UK & Emerging Markets. “SGSS has designed a fully integrated front-to-back offer of services, with a competitive and client-aligned pricing strategy to ensure it represents both good value and a partnership that enables growth for our clients. By doing so, we provide our clients with important operational efficiencies as well as significant new business opportunities so they can stay ahead of the competition as the industry continues to evolve in response to regulatory and structural changes.”