Tag: Max Matthiessen

Managing investment product universes has long been a complex and manual task for wealth and asset managers. From tracking fund availability across platforms to managing rebates, model portfolios, and transparency requirements, the administrative workload is often heavy and prone to errors. Much of this process still relies on outdated spreadsheets and disjointed interfaces, making consistency and accuracy difficult to maintain.

Sustainability has evolved from a fringe concern to a central pillar in financial services strategy. With the demand for transparency and accountability rising, financial institutions are under increasing pressure to integrate environmental, social, and governance (ESG) factors into every level of decision-making. Data management, climate scenario modelling, and ESG analytics are becoming critical tools in the journey toward sustainable finance.

Ruth Asset Management has partnered with Kidbrooke to address the challenges of ESG and market data aggregation during a critical post-merger period. In an...

In a recent interview, Fredrik Daveus, CEO of Kidbrooke, discussed the launch of KidbrookeONE, a transformative platform in wealth and asset management analytics.

The latest survey conducted by Northern Trust, involving 300 global asset management firms, has unveiled a notable shift towards prioritizing product quality and accuracy. Unlike the previous year, a significant majority of asset managers (72%) are now focusing on enhancing their product strategies, which includes improving distribution methods, data management, and outsourcing functionalities.

Harnessing the power of financial data aggregation is becoming increasingly crucial in the investment world, particularly when integrating environmental, social, and governance (ESG) performance...

Navigating ESG integration presents unique opportunities for differentiation but also brings challenges from a data management perspective.

In the ever-evolving world of financial services, the integration and management of diverse financial data stand as a cornerstone for innovation and customer satisfaction.

Max Matthiessen, a leading Swedish insurance broker and financial advisor established in 1889, has recently announced a partnership with Kidbrooke, a company specialising in B2B financial analytics since 2011.