Model B Wealth Management
Model B clearing, a long-standing arrangement on the London Stock Exchange, has evolved to become much more than a risk management tool. Traditionally, it allowed executing brokers to outsource counterparty risk by giving up trades to a clearing member for settlement. Today, it offers a comprehensive suite of services that help wealth managers navigate the rapidly changing industry landscape. By outsourcing technology infrastructure, settlement processes, and leveraging advanced risk management, wealth managers can focus on delivering superior client service and strategic investment advice.
The comprehensive services provided by Contemi’s Wealth Intelligence Model B, in partnership with Graphene’s advanced technology infrastructure and syndicated platform-as-a-service model with SEI for custody and platform administration, ensure that wealth managers can navigate the challenges of regulatory compliance, cost of IT infrastructure and technological advancements, and evolving client demands, thereby ultimately driving growth and success in a competitive landscape.
Ecosystem
Client & Advisor Portals
IT Platform
Clearing Partner
Enhanced Operational Efficiency
Model B Wealth Management services will enable you to focus on your core business while enjoying the benefits of owning award-winning and advanced technology cloud-based wealth management platform without the hassle and cost of setting up the infrastructure and associated administrative costs.
Advanced Risk Management
Outsourcing your clearing services, the clearing member assumes the counterparty risk associated with the trade. This reduces your financial risk, ensuring more stability in the trading process. With WIN Model B services you no longer have to worry about IT infrastructure costs and maintenance either.
Regulatory Compliance
In an environment of increasing regulatory scrutiny, WIN Model B services help help stay compliant with evolving regulations. This includes ensuring market efficiency, safeguarding cyber security, protecting data, and maintaining enterprise resilience.
Innovative Technology Integration
Contemi’s award-winning Wealth Intelligence platform is known for its advanced technological capabilities, including real-time portfolio tracking, advanced analytics, and customizable reporting. These features, combined with Graphene’s futuristic technology infrastructure, offer wealth advisors a powerful toolset to enhance client engagement and optimize investment strategies.
Scalability and Flexibility
WIN Model B services provide a scalable solution that can grow with your needs. Whether managing a small client base or a large, diverse portfolio, the combined offering from WIN and Graphene supports expansion without compromising on service quality or efficiency. We are set to deliver a Model B service offering that not only meets your current needs but also anticipates and adapts to your future trends.
Model B clearing is not a new concept, but it has gained popularity in recent years as wealth managers seek to adapt to the changing environment. can provide wealth managers with a competitive edge by allowing them to leverage the infrastructure and expertise of their clearers. Model B clearers can offer a range of services, such as accounting, tax preparation, regulatory reporting, portfolio management, and digital platforms. By outsourcing these functions to a single provider, wealth managers can reduce the number of third parties, streamline costs, and focus on their core value proposition: providing personalised investment advice and building close relationships with their clients.