Managers of Wealth

Avaloq names Martin Frick head, BPO

The internationally experienced manager joins the Avaloq Group with immediate effect, where he will have a seat on the executive board.

Advent Software expands in Canada with addition of Scotiatrust

Scotiatrust is a leading Canadian provider of personal trust services and personal and institutional custodial services, offering a complete range of estate, trust and agency services to individuals, family offices, charitable organizations and institutio

Stocks and Securities Limited to roll out online portfolio access with IPBS/e-Banking module

The deployment of the IPBS private banking and wealth management system has also enabled SSL to reduce operational risk, increase efficiency, enhance reporting capabilities and improve customer service.

SAGE SA launches BlackSwan Financial Platform

A Revolutionary tool to maximize returns and minimize losses during extreme market conditions

Dion gets Omgeo certification

The announcement means that Dion, as a certified Omgeo partner, now offers its NOVA clients access to the benefits of CTM, a strategic platform for the central matching of cross-border and non-US domestic equities, fixed income, exchange traded derivativ

Financial services technology firm FNZ ‘on brink of big deal’ as director joins

The Edinburgh-headquartered company, which now employs close to 300 staff

TwoFour Licensed to Support Wealth Management FX

Large European Bank’s Wealth Management Division Selects TwoFour to Support FX and FX Structured Products Processing

Schroders expands use of Charles River IMS

Schroders, a client since 2001, carried out a thorough investigation of the market and determined that Charles River IMS was the best global solution for key investment management activities.

South African Private Manager Goes Live on Investment Management Platform

SPI is the private client wealth management business within the Sanlam Group, one of sub-Saharan Africa’s largest providers of financial services.

Dion Interfaces With Cofunds to Deliver STP Solutions for Wealth Management Sector

Provides seamless integration between leading platform and portfolio management solution

Dion Global Solutions reports 102.4% revenue increase

Dion Global Solutions has announced the financial results for the second quarter and first half ended 30 September, 2012.

Rathbones Selects Equipos-OpenText

Rathbones has appointed Equipos and OpenText to design, build and maintain the firm’s online and mobile client communications infrastructure.

Caisse de Dépôt et de Gestion goes live with OLYMPIC Banking System

The financial institution will now proceed with further phases to roll out additional functionality over the coming months.

Bloomberg Launches Enterprise App Portal To Financial Markets

The Bloomberg App Portal harnesses third-party innovation to broaden customer content

Private bank signs up to regulatory reporting technology

The product was originally launched in response to the COREP requirements but the scope has now widened to include existing FSA and BoE reporting. WIRES (Whistlebrook Integrated Regulatory Reporting) is fully scalable to meet the requirements of financial

Advent updates its Asset and Wealth Management platform

Advent Software today announced the global availability of its update to the company’s platform for asset and wealth management.

International asset manager selects SunGard's SGN

SunGard has announced that GAM, an independent, active investment management firm with USD 48.0 billion in assets under management, has chosen the SunGard Global Network (SGN) global fund trading solution to help broaden and streamline the distribution of

FinTech