Managers of Wealth

Objectway shortlisted for the WealthBriefing European Awards 2014

The company has been shortlisted in the “Front Office Solution”, “Client On-Boarding” and “Outsourcing Solution” categories

Advent Software Wins 2014 Private Asset Management Award for Best Technology Platform

Advent Portfolio Exchange(R) Recognized for Financial Progress, Growth, Client Satisfaction & Product Innovation

Objectway Group acquires more than 30 new eXimius clients in 5 territories

The company achieved such a strong and rapid international expansion thanks to its complete and fully integrated software solutions for wealth and asset management.

SimCorp Appoints New Managing Director of United Kingdom, Ireland & Middle East Business

He replaces Klaus Andersen, who has headed SimCorp’s London-based business since 2008.

Insight Report - Mobile Entrepreneurs Latest Industry Analysis, Size, Share, Growth, Trends and Forecast Research

Immigration and taxation in most countries are often in conflict with the concept of globalization, and are prime obstacles for entrepreneurs to venture into new markets.

Advent Receives Top Honors

"Our continued enhancements to the depth and breadth of our solutions for the alternatives market are a demonstration of Advent's ongoing commitment to the industry.

SEI Expands Its Regulatory Solution to Ease the Pain of Escalating Requirements

Addressing a rising global tide of regulation aimed at private fund and traditional fund managers alike, SEI has expanded the regulatory component of its operating platform, adding technology and process enhancements that enable managers to streamline the

SS&C to Host 'A Conversation With Bill Stone, CEO and Chairman' Event in Hong Kong

"We will discuss how international markets are embracing regulation and how we help provide clarity and direction within the ever changing regulatory landscape for our customers."

BRI Wealth Management choses Tercero Wealth Management platform

Midlands based boutique wealth manager, BRI Wealth Management has chosen the Tercero Wealth Management platform from Third Financial to support an ambitious growth strategy.

Debate on Internet wealth management heats up

The burgeoning Yu'E Bao-like online investment funds have won the hearts of more and more customers, which inevitably squeezes the strong existing market share of the conventional banks.

Using Performance Analytics to Attract and Retain Clients by Phil Banas

Today's marketplace provides investment firms with a wide range of asset classes to help them to manage money effectively.

High Net Worth Investors Are Early Adopters of Mobile Apps

Financial services firms are dedicating an increasing amount of time and resources to their mobile app capabilities in an effort to keep pace with consumer demands.

FinaMetrica Shortlisted for Family Wealth Report Awards 2014

Showcasing 'best of breed' providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals, which the prestigious panel of judges deemed to have &

IRESS Australia wealth profit up in 2013

The Australian wealth management division of IRESS, which produces the financial planning administration software Xplan, benefited from increased activity by its clients as they scrambled to meet the 1 July 2013 FOFA implementation deadline.

Private Client Resources Recognized By Industry As 'Best Reporting Solution'

Private Client Resources, a leading outsourcing provider of private wealth reporting and integrated technology, has been awarded "Best Reporting Solution" by Private Asset Management magazine.

Societe Generale Securities Services successfully launches its client internet portal

Societe Generale Securities Services (SGSS) has successfully launched SGSS GALLERY, its revamped European client Internet portal.

Advent Software Wins Two 2014 MENA Fund Manager Fund Services Awards

Advent Software, Inc. a leading provider of software and services for the global investment management industry, today announced that it has been selected for the second straight year as the "Best Fund Accounting and Reporting Software Provider&

Oracle Introduces Oracle Eloqua for Wealth Management

To help wealth management organizations address these challenges and better target and engage customers and advisors, Oracle today announced Oracle Eloqua for Wealth Management.

Facebook Agrees To Buy WhatsApp For $19bn

The social network strikes a deal to acquire the fast-growing messaging service WhatsApp for $19bn (£11.4bn).

International private banking group selects new trade finance system

The Group is the world's largest private banking and asset management group that is wholly owned by an entrepreneurial family.

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