Clients & Partners

Showing 121–136 of 136
SEI Investments (Europe)

SEI Investments (Europe)

Custom solutions. Unlimited potential. One partner
We deliver end-to-end solutions that simplify the complexities of financial services, connecting every part of your operations to ignite innovation, unlock efficiency, and accelerate growth.

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SimCorp

SimCorp

SimCorp is a provider of industry-leading integrated investment management solutions for the global buy side.
Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world’s top 100 financial companies through its integrated platform, services, and partner ecosystem.
SimCorp is a subsidiary of Deutsche Börse Group. As of 2024, SimCorp includes Axioma, the leading provider of risk and management and portfolio optimization solutions for the global buy side.

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SS&C

SS&C

For close to 40 years, SS&C has developed the technology and services to power our clients' success. With industry-specific solutions from the alternatives space to healthcare to wealth management, SS&C is leading the way toward the future.

SS&C is committed to the success of our clients, employees, and shareholders. As a leading financial services and healthcare technology company, SS&C continues to push innovation, be stewards in the communities we serve and operate with integrity.

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State Street Global Advisors

State Street Global Advisors

State Street Global Advisors serves governments, institutions, and financial advisors with a rigorous approach, breadth of capabilities, and belief that good stewardship is good investing for the long term. As pioneers in index and ETF investing and the world’s fourth-largest asset manager,* we are always inventing new ways to invest.
*Pensions & Investments Research Center, as of 12/31/23.

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Swiss Re

Swiss Re

The Swiss Re Group is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer, working to make the world more resilient. The aim of the Swiss Re Group is to enable society to thrive and progress, creating new opportunities and solutions for its clients.

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T.Rowe Price

T.Rowe Price

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

We provide an array of commingled funds, subadvisory services, separate account management, retirement recordkeeping, and related services for individuals, advisors, institutions, and/or retirement plan sponsors.

Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.

The principle on which Thomas Rowe Price, Jr., founded the firm in 1937—that his company’s success should follow from the success it achieves for its clients—continues to guide us today. Our disciplined investment approach is rooted in proprietary research carried out by experienced professionals around the globe. To this approach, we bring a deep understanding of client needs and a long-term view that balances risk and reward. And we nurture a culture that encourages collaboration and diverse thinking.

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Tangency Capital

Tangency Capital

Tangency Capital is an alternative investment management firm focused on the insurance industry.

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Temenos

Temenos

Trusted by over 950 banks, Temenos Core Banking helps institutions rapidly scale, cut costs, and deliver innovative services that exceed customer expectations.

The richest set of end-to-end banking capabilities.

 

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Tikehau Investment Management UK

Tikehau Investment Management UK

Tikehau Capital is a global alternative asset management group with €37.5 bn of AUM (30.09.2022). Tikehau Capital has developed a wide range of expertise across four asset classes (private debt, real assets, private equity and capital markets strategies) as well as multi-asset and special opportunities strategies. Tikehau Capital is a founder led team with a differentiated business model, a strong balance sheet, proprietary global deal flow and a track record of backing high quality companies and executives. Deeply rooted in the real economy, Tikehau Capital provides bespoke and innovative alternative financing solutions to companies it invests in and seeks to create long-term value for its investors, while generating positive impacts on society. Leveraging its strong equity base (€3.1 bn of shareholders’ equity at 30.06.2022), the firm invests its own capital alongside its investor-clients within each of its strategies. Controlled by its managers alongside leading institutional partners, Tikehau Capital is guided by a strong entrepreneurial spirit and DNA, shared by its 739 employees (30.09.2022) across its 14 offices in Europe, Asia and North America.

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UBS Asset Management

UBS Asset Management

UBS Asset Management is a large scale investment manager. Our global scale and local expertise help set us apart. A commitment to investment excellence means we unite quality people and insight to create value that endures. Specialist teams draw from across the entire UBS Group. We take care to forge long-term partnerships and deliver effective solutions through cycles.

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Union Investment

Union Investment

For more than 66 years now the Union Investment Group has been a reliable asset management partner to both retail and institutional investors. More than four million investors make Union Investment one of the leading active and sustainable asset managers, with some EUR 416 billion in assets under management, thereof EUR 223 billion for more than 1,650 institutional clients and EUR 126 billion socially responsible investments. Offering a total of 1,264 investment funds, the company delivers solutions involving equity funds, fixed-income funds, money market funds, mixed funds, alternative investment funds, funds of funds, guarantee funds and open-ended real estate funds.

(Figures as at 30th June 2022)

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Vantage Infrastructure

Vantage Infrastructure

Vantage Infrastructure comprises an experienced team, long-standing institutional relationships and a diverse equity and debt infrastructure investment portfolio formed from the international business of Hastings Funds Management.

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Vidrio Financial

Vidrio Financial

Founded in 2011 and privately controlled by our founding management, Vidrio is a client centric organization that provides expert managed data services complemented by customized workflow technology solutions to provide allocators with true control and transparency across their portfolio allocations.

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Voya Investment Management

Voya Investment Management

Voya Investment Management (Voya IM) is the asset management business of Voya Financial, a Fortune 500 company with over 6,000 employees seeking to help clients plan, invest and protect their savings. Voya IM manages approximately $220 billion in assets across Fixed Income, Senior Loans, Equities, Multi-Asset Strategies & Solutions, Private Equity, and Real Assets.1 Drawing on over 40 years of experience and the expertise of 250+ investment professionals, Voya IM’s capabilities span traditional products and solutions as well as those that cannot be easily replicated by an index. Data as of 06/30/19. 1Voya Investment Management assets are calculated on a market value basis and include proprietary insurance general account assets of $60 billion.

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Watson Wheatley

Watson Wheatley

Watson Wheatley is a privately held FinTech company that specialises in securities reconciliation software for the buy-side. With extensive experience in the financial markets and a reputation for excellent customer service, Watson Wheatley is regarded as a premier provider of reconciliation and data aggregation solutions. Founded in 2007, Watson Wheatley was created to solve reconciliation complexities and bring much needed reconciliation expertise to the FinTech space. Its iRecs solution was originally built for one of the largest hedge funds in Europe and offers a best practice approach for reconciling even the most complex instruments. iRecs is now used worldwide with a total of $750bn AUM.

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Wellington Management

Wellington Management

As one of the world’s largest privately held asset managers, we are free to take the long view, innovate, and invest when others pull back. Since 1928, we’ve been exploring new ideas and challenging each other’s thinking — because we believe unique perspectives lead to better investment decisions for our clients and their beneficiaries. Our research-driven approach and long-term thinking are at the heart of our investment solutions, which span all major asset classes.

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Privacy Policy

This Privacy Policy sets out how Clear Path Analysis Limited (“we”, “our”, “us”) uses and protects any information that you provide when you use our website https://europe.stg-insuranceinvestorlive-staging.kinsta.cloud (our “site”).

We are committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified, you can be assured that it will only be used in accordance with this Privacy Policy.

By using our site, you consent to the collection and use of your personal information in accordance with this policy.


1. Who We Are

This site is operated by Clear Path Analysis Limited. We are a company registered in England and Wales under company number 07115727. Our registered office is at 601 London Road, Westcliff-On-Sea, England, SS0 9PE. Our VAT number is 983875650.


2. Information We May Collect

We may collect and process the following data about you:

  • Personal identification information (name, job title, organisation, email address, phone number)

  • Demographic information such as postcode, preferences, and interests

  • Technical data, such as IP address, browser type and version, operating system, and platform

  • Usage data, including information about how you use our site

  • Other information relevant to user surveys and/or offers


3. How We Use Your Information

We use the information we collect about you to:

  • Provide you with services or information you request

  • Improve our site and services

  • Personalise your experience on our site

  • Send you updates, event invitations, or promotional communications if you have opted in

  • Maintain security and prevent fraud

  • Comply with legal obligations


4. Legal Basis for Processing

We process your personal data under one or more of the following legal bases:

  • Consent – where you have given us permission to contact you

  • Contract – where processing is necessary to deliver a service you’ve requested

  • Legal obligation – where we are required to comply with the law

  • Legitimate interests – where we have a legitimate business interest, and your rights do not override those interests


5. Sharing Your Information

We do not sell, distribute, or lease your personal information to third parties unless:

  • We have your permission;

  • We are required by law to do so; or

  • It is necessary to deliver a requested service (e.g., sharing your information with a co-host of an event you’ve registered for).

We may also share your data with our service providers who process data on our behalf under strict confidentiality agreements.


6. Data Security

We are committed to ensuring that your information is secure. To prevent unauthorised access or disclosure, we have implemented appropriate physical, electronic, and managerial procedures to safeguard the information we collect online.

However, the transmission of information via the internet is not completely secure. While we do our best to protect your personal data, we cannot guarantee the security of data transmitted to our site.


7. Data Retention

We retain your personal information for as long as necessary to fulfil the purposes for which we collected it, including for legal, accounting, or reporting requirements.


8. Your Rights

You have the following rights under data protection laws:

  • To access the personal data we hold about you

  • To correct inaccuracies in your data

  • To request deletion of your data

  • To object to or restrict processing

  • To withdraw consent at any time, where processing is based on consent

  • To lodge a complaint with a supervisory authority (e.g., the UK Information Commissioner’s Office)

To exercise any of these rights, please contact us at: marketing@stg-clearpathanalysis-staging.kinsta.cloud


9. Cookies

Our site uses cookies to enhance your browsing experience. A cookie is a small file which asks permission to be placed on your device. You can control the use of cookies through your browser settings.

More information can be found in our Cookie Policy [link if applicable].


10. Third-Party Links

Our site may contain links to other websites. Once you use these links to leave our site, please note that we do not have control over that other website. We cannot be responsible for the protection and privacy of any information which you provide while visiting such sites.


11. International Data Transfers

As a UK-based business, your data is generally processed in the UK. Where your data is transferred outside the UK or EEA, we ensure appropriate safeguards are in place to protect your data.


12. Changes to This Privacy Policy

We may update this policy from time to time by posting a new version on this page. You should check this page occasionally to ensure you are happy with any changes. Continued use of our site will constitute your acceptance of any modifications.


13. Contact

If you have any questions or concerns about this Privacy Policy or our treatment of your personal information, please contact:

Email: marketing@stg-clearpathanalysis-staging.kinsta.cloud
Post: Clear Path Analysis Limited, 601 London Road, Westcliff-On-Sea, England, SS0 9PE

Terms & Conditions

This page (together with the documents referred to on it) tells you the terms of use on which you may make use of our website www.stg-clearpathanalysis-staging.kinsta.cloud (our “site”) and content viewed, requested or received through it, whether as a guest or a registered user. Please read these terms of use carefully before you start to use the site. By using our site, you indicate that you accept these terms of use and that you agree to abide by them. If you do not agree to these terms of use, please refrain from using our site.

1 Information about Us

www.stg-clearpathanalysis-staging.kinsta.cloud is a site operated by Clear Path Analysis Limited (“We”). We are registered in England and Wales under company number 07115727 and have our registered office at The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our main trading address is The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our VAT number is 983875650. We are a limited company.

2 Accessing our site

2.1 Access to our site is permitted on a temporary basis, and we reserve the right to withdraw or amend the service we provide on our site without notice (see below). We will not be liable if for any reason our site is unavailable at any time or for any period.

2.2 From time to time, we may restrict access to some parts of our site, or our entire site, to users who have registered with us.

2.3 If you choose, or you are provided with, a user identification code, password or any other piece of information as part of our security procedures, you must treat such information as confidential, and you must not disclose it to any third party. We have the right to disable any user identification code or password, whether chosen by you or allocated by us, at any time, if in our opinion you have failed to comply with any of the provisions of these terms of use.

2.4 You are responsible for making all arrangements necessary for you to have access to our site. You are also responsible for ensuring that all persons who access our site through your internet connection are aware of these terms, and that they comply with them.

3 Intellectual property rights

3.1 We are the owner or the licensee of all intellectual property rights in our site, and in the material published on it. Those works are protected by copyright laws and treaties around the world. All such rights are reserved.

3.2 You may print off one copy, and may download extracts, of any page(s) from our site for your personal reference and you may draw the attention of others within your organisation to material posted on our site.

3.3 You must not modify the paper or digital copies of any materials you have printed off or downloaded in any way, and you must not use any illustrations, photographs, video or audio sequences or any graphics separately from any accompanying text.

3.4 Our status (and that of any identified contributors) as the authors of material on our site must always be acknowledged.

3.5 You must not use any part of the materials on our site for commercial purposes without obtaining a licence to do so from us or our licensors.

3.6 If you print off, copy or download any part of our site in breach of these terms of use, your right to use our site will cease immediately and you must, at our option, return or destroy any copies of the materials you have made.

4 Reliance on information posted

4.1 Commentary and other materials posted on our site are not intended to amount to advice on which reliance should be placed. We therefore disclaim all liability and responsibility arising from any reliance placed on such materials by any visitor to our site, or by anyone who may be informed of any of its contents.

4.2 Any data made available on or through our site is made available on an “as is” basis and it is not designed for any particular purpose and we disclaim all liability and responsibility arising from any use made by the data or information on or through our site (whether any such purpose has been communicated to us or otherwise).

5 Our site changes regularly

We aim to update our site regularly, and may change the content at any time. If the need arises, we may suspend access to our site, or close it indefinitely. Any of the material on our site may be out of date at any given time, and we are under no obligation to update such material.

6 Our liability

6.1 The material displayed on our site is provided without any guarantees, conditions or warranties as to its accuracy. To the extent permitted by law, we, other members of our group of companies and third parties connected to us hereby expressly exclude:

6.1.1 All conditions, warranties and other terms which might otherwise be implied by statute, common law or the law of equity.

6.1.2 Any liability for any direct, indirect or consequential loss or damage incurred by any user in connection with our site or in connection with the use, inability to use, or results of the use of our site, any websites linked to it and any materials posted on it, including, without limitation any liability for:

(a) loss of income or revenue;

(b) loss of business;

(c) loss of profits or contracts;

(d) loss of anticipated savings;

(e) loss of data;

(f) loss of goodwill;

(g) wasted management or office time; and

(h) for any other loss or damage of any kind, however arising and whether caused by tort (including negligence), breach of contract or otherwise, even if foreseeable, provided that this condition shall not prevent claims for loss of or damage to your tangible property or any other claims for direct financial loss that are not excluded by any of the categories set out above.

6.1.3 This does not affect our liability for death or personal injury arising from our negligence, nor our liability for fraudulent misrepresentation or misrepresentation as to a fundamental matter, nor any other liability which cannot be excluded or limited under applicable law.

7 Information about you and your visits to our site

We process information about you in accordance with our Privacy Policy [See Privacy Policy below]. By using our site, you consent to such processing and you warrant that all data provided by you is accurate.

8 Transactions concluded through our site

Contracts for the supply of services or information formed through our site or as a result of visits made by you are governed by our terms and conditions of supply.

9 Viruses, hacking and other offences

9.1 You must not misuse our site by knowingly introducing viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack.

9.2 By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use our site will cease immediately.

9.3 We will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our site or to your downloading of any material posted on it, or on any website linked to it.

10 Linking to our site

10.1 You may link to our home page, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval or endorsement on our part where none exists.

10.2 You must not establish a link from any website that is not owned by you.

10.3 Our site must not be framed on any other site, nor may you create a link to any part of our site other than the home page. We reserve the right to withdraw linking permission without notice.

10.4 If you wish to make any use of material on our site other than that set out above, please address your request to marketing@stg-clearpathanalysis-staging.kinsta.cloud.

11 Links from our site

Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them.

12 Jurisdiction and applicable law

12.1 The English courts will have nonexclusive jurisdiction over any claim arising from, or related to, a visit to our site although we retain the right to bring proceedings against you for breach of these conditions in your country of residence or any other relevant country.

12.2 These terms of use and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the law of England and Wales.

13 Trademarks

Clear Path and Clear Path Analysis are trademarks Clear Path Analysis Limited.

14 Variations

We may revise these terms of use at any time by amending this page. You are expected to check this page from time to time to take notice of any changes we made, as they are binding on you. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on our site.

15 Your concerns

If you have any concerns about material which appears on our site, please contact marketing@stg-clearpathanalysis-staging.kinsta.cloud.

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