Latest news with #CoalitionGreenwich
Bloomberg
12-05-2025
- Business
- Bloomberg
Why deregulation does not always mean lower compliance costs
This level of regulatory complexity not only drives up the cost and complexity of day-to-day compliance, but it also underscores the risk of non-compliance, reputational damage, and regulatory scrutiny. Heightened compliance as the prudent choice At a time of intensifying regulatory and policy change, many businesses are dedicating more, not less, resources to monitoring, reporting, and ensuring that they meet and understand the demands associated with operating in each jurisdiction. For the asset management sector, regulatory change remains top of mind particularly given the central role that reputational risk and investor trust play in its business model. In an industry where credibility and transparency are critical to client retention and capital flows, even minor compliance missteps can have outsized consequences, despite enforcement activity typically being more heavily concentrated on the sell-side. The findings from the discussion support the results of Coalition Greenwich's 2024 Global Buy-Side Compliance and Surveillance Study, which was conducted in partnership with Bloomberg, and point to the longevity of many of these issues. The survey found that: There is a clear priority across titles and functions: Strong compliance as a competitive advantage. Compliance officers are cautiously optimistic about their future budgets to help achieve this. Spending is expected to increase in this area globally, regardless of geopolitical shifts, with funds allocated to prevent regulatory fines and invest in technology and front-office tools. It's going to be all about the data. The growth of data in the last few years, due to the expansion of data sources, is forcing compliance professionals to rethink their strategies. Consolidating existing surveillance systems and vendors and integrating capabilities is an important near-term goal, and achievable for buy-side firms. Innovation in compliance technology, fueled by advances in AI and automation, is helping firms elevate their compliance capabilities and respond more effectively to regulatory demands. In a world of accelerating regulatory change and rising expectations, global firms must remain agile in order to adapt and comply at pace. As individual regional markets look to reduce the regulatory burden, the demand for skilled compliance professionals who can leverage compliance technologies is set to rise. As firms navigate an increasingly fragmented landscape, this combination of technological capability and human judgment will be more critical than ever.
Associated Press
24-03-2025
- Business
- Associated Press
KeyBank's Commitment to Building Relationships With Small and Middle Market Businesses Wins 12 National and Regional Best Bank Awards From Coalition Greenwich
KeyBank is being recognized for its support of small and middle market business clients with twelve 2025 Best Bank Awards in middle market banking and small business. These awards reflect Key's sophisticated platform and depth of expertise for growth companies as well as its commitment to helping small businesses grow and run better. KeyBank received the following nine national and regional Coalition Greenwich Best Bank Awards for middle market banking: These awards recognize KeyBank's ability to build trusted relationships with middle market clients, providing them with high quality advice and day-to-day service, that helps them optimize business performance. 'These awards are a testament to the deep trusted relationships we've built with our clients and the dedication of the teams that serve them every day,' said Ken Gavrity, President of Key Commercial Bank. 'We are honored to be recognized by Greenwich Associates and our clients and remain committed to delivering a best-in-class platform and deep industry expertise that empowers middle market businesses to grow and succeed.' KeyBank also received the following three national and regional Coalition Greenwich Best Bank Awards for Small Business Banking: 'Our people are the foundation of KeyBank and these awards from Greenwich reflect their expertise and ability to reach out and build relationships with small businesses across the nation,' said Mike Walters, President of Business Banking at KeyBank. 'We are committed to providing small businesses with the tools and guidance they need to help them run better and grow in their communities.' Methodology Small Business: Awards are based on more than 13,000 interviews with businesses with sales of $1 million –$10 million across the country. Middle Market Business: Awards are Based on nearly 12,000 interviews with businesses with sales of $10–500 million across the United States. ABOUT KEYCORP In 2025, KeyCorp celebrates its bicentennial, marking 200 years of service to clients and communities from Maine to Alaska. To learn more, visit KeyBank Heritage Center. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $187 billion at December 31, 2024. Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,000 branches and approximately 1,200 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. For more information, visit KeyBank Member FDIC.
Associated Press
14-03-2025
- Business
- Associated Press
Angeles Investments Named a 2025 Coalition Greenwich Best Investment Consultant for Eighth Consecutive Year
SANTA MONICA, Calif., March 14, 2025 /PRNewswire/ -- Angeles Investments, a multi-asset investment management firm with approximately $6.8 billion in discretionary assets and $31.5 billion in advisory assets1, has been recognized by Coalition Greenwich as a 2025 Best Investment Consultant among midsize investment consultants for institutional Investors. This is the firm's eighth consecutive year achieving this accolade. Crisil Coalition Greenwich provides strategic benchmarking, analytics and insights to the financial services industry and seeks to identify firms that distinguish themselves from competitors by delivering superior levels of client service to help institutions achieve their investment goals and objectives. Key categories where Angeles scored very highly relative to our peer competitors included provision of proactive advice and innovative ideas, understanding client goals and objectives, satisfaction with managers recommended, communication of philosophy and investment beliefs, responsiveness to requests, and among others. 'It is an honor be recognized again by our clients and for the 8th consecutive year as a Coalition Greenwich Best Investment Consultant. Such recognition is testament to the depth and quality of the partnerships Angeles has developed with our clients over many years,' said Howard Perlow, Co-Founder and CEO of Angeles. 'As a firm, we view such partnerships as extending beyond asset management. We view ourselves as our client's full-service investment office and it is a privilege to provide support and resources as critical issues are tackled and key decisions are made.' Coalition Greenwich's 53nd annual U.S. Institutional Investors research included voluntary responses from 699 individuals from 563 of the largest tax-exempt funds in the United States, including corporate, public, union and endowment and foundation funds, with either pension or investment pool assets greater than $150 million.2 About Angeles Angeles Investments is an investment management firm that serves as the Outsourced Chief Investment Office (OCIO) for institutions and nonprofits, including higher education, independent schools, and corporations, and advises distinguished investors through its wealth management platform. As fiduciaries, we are dedicated to creating the best outcomes for our clients through asset allocation and high conviction investments across alternative and traditional asset classes delivered through a full-service investment office. Angeles was founded in 2001 and is headquartered in Santa Monica, CA. 1 As of December 31st, 2024 2 Angeles does not pay to have its clients participate in the study. The results may not be representative of any one client's experience because the results represent an average of all of the experiences of responding clients only.
Yahoo
12-03-2025
- Business
- Yahoo
Wintrust Recognized with 14 Coalition Greenwich Best Bank Awards in Middle Market Banking
ROSEMONT, Ill., March 12, 2025 (GLOBE NEWSWIRE) -- Wintrust Financial Corporation (Nasdaq: WTFC) has been awarded 14 Coalition Greenwich Best Bank Awards for Middle Market Banking by Crisil Coalition Greenwich, marking the company's 10th consecutive year of recognition. This achievement represents the highest number of Coalition Greenwich awards ever earned by Wintrust, including 10 national awards and four regional awards in the Midwest. These prestigious awards are based on interviews with over 25,000 executives nationwide, evaluating over 500 financial institutions on key performance metrics such as customer satisfaction, trust, and product capabilities. Wintrust's 2025 Coalition Greenwich Recognition:National Awards: Best Bank – Values Long-Term RelationshipsBest Bank – Customer ServiceBest Bank – Satisfaction with RMBest Bank – Satisfaction in Cash ManagementBest Bank – Overall SatisfactionBest Bank – Ease of Making PaymentsBest Bank – Likelihood to RecommendBest Bank – Ease of Doing BusinessBest Bank – Product Capabilities in Cash ManagementBest Bank – Trust Regional (Midwest) Awards: Best Bank – Satisfaction in Cash ManagementBest Bank – Likelihood to RecommendBest Bank – Overall SatisfactionBest Bank – Satisfaction with RM Wintrust's Treasury Management services were notably recognized, earning three awards in Cash Management at both national and regional levels. The company also received the distinguished Best Bank – Overall Satisfaction award in both categories, demonstrating its strong client relationships and commitment to excellence. 'I am so proud of our 14 Coalition Greenwich Best Bank awards, a new record for Wintrust,' said Paul Carlisle, chief operating officer and market head of Wintrust Commercial Banking. 'This accomplishment reflects all Wintrust employees' dedication to excellent client service. Our value proposition for commercial clients has always been the products, capabilities, and expertise of a big bank combined with the high-quality service, personal integrity, and relationship focus of a true community bank. These Best Bank awards demonstrate that we 'walk the talk' in the eyes of our customers.' This recognition reaffirms Wintrust's dedication to delivering superior banking experiences for middle-market businesses. The company remains committed to providing innovative financial solutions, high-touch relationship management, and a community-focused approach that sets it apart from competitors. The Coalition Greenwich 2025 Best Bank Awards add to a growing list of industry accolades for Wintrust, including: 2024 Top Workplaces USA by USA TODAY The Chicago Tribune Top Workplaces Award for the eighth consecutive year Wintrust Community Banks ranked highest for Retail Banking Customer Satisfaction in Illinois in the J.D. Power 2024 U.S. Retail Banking Satisfaction Study for the third consecutive year1 These achievements reflect Wintrust's commitment to delivering outstanding service to its clients and fostering a strong workplace culture. For more information about Wintrust and its commercial banking services, please visit About WintrustWintrust is a financial holding company with $64.9 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its 'Different Approach, Better Results®' philosophy, Wintrust offers the sophisticated resources of a large bank while providing a community banking experience to each customer. Wintrust operates more than 200 retail banking locations through 16 community bank subsidiaries in the greater Chicago, southern Wisconsin, west Michigan, northwest Indiana, and southwest Florida market areas. In addition, Wintrust operates various non-bank business units, providing residential mortgage origination, wealth management, commercial and life insurance premium financing, short-term accounts receivable financing/outsourced administrative services to the temporary staffing services industry, and qualified intermediary services for tax-deferred exchanges. For more information, please visit 1. J.D. Power. Wintrust Community Banks received the highest score in Illinois in the J.D. Power 2022 – 2024 U.S. Retail Banking Satisfaction Study of customers' satisfaction with their primary bank. Visit for more details. FOR MORE INFORMATION CONTACT: Timothy S. Crane, President & Chief Executive OfficerDavid A. Dykstra, Vice Chair & Chief Operating Officer 847-939-9000 Web site address: in to access your portfolio
