- Close Brothers Asset Management (CBAM) has partnered with Italian fintech provider Objectway to enhance its portfolio management capabilities.
- The solution integrates portfolio analysis, allocation, rebalancing, compliance, and client reporting, optimizing CBAM’s £20 billion in assets under management.
- The as-a-service platform supports proactive compliance, risk management, and scalable operations, while enabling tailored services as client needs evolve.
- This collaboration aims to streamline CBAM’s operations, improve performance reporting, and ensure optimized returns for clients.
- CBAM COO Gregg Clarke highlighted Objectway’s innovative approach and robust front-office capabilities as key factors in the selection.
Close Brothers Asset Management Adopts Objectway’s Portfolio Management Solution
