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Wealth Management Network Expands Offerings

Tom Burroughes

15 May 2019

, a wealth management network, has launched a tool which enables private bankers to understand clients’ structured products portfolios.

Contineo’s Lifecycle Management product brings centralised management services, which allows wealth managers to monitor product events, underlying performance, and create more touch point opportunities with clients, as well as one-click reporting. The product is already live at one of Contineo’s member firms.

The features managed in the firm’s module include portfolio overview; indicative bid prices; issuer notifications; underlying performance and barriers watch; corporate actions and client reporting and documentation.

A senior banking figure, de Charnacé joined Contineo in June last year, leaving Singapore-based DBS, where he was a senior director heading the external asset managers desk in Hong Kong. He also has worked at Societe Generale.