Managers of Wealth

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.

SS&C GlobeOp is Top-Rated in Private Equity Fund Administration Survey

Firm Earns 42 "Best in Class" Ratings Across Survey Service Categories

Here’s how the emails you send at work could betray you

Plenty of us take time umming and ahing over how to phrase something in an email.

HK Cocktail Reception RSVP

A Conversation with, Bill Stone, Chairman and Chief Executive Officer at SS&C, 6:30 - 8:30pm, March 12, 2014

Temenos posts Q4 profit rise

Temenos Group AG, the market leading provider of mission-critical software to financial institutions globally, today reports its fourth quarter and full year 2013 results.

Pershing introduces NetXInvestor portal for individual investors

Formerly NetExchange Client®, the new site experience has been redesigned and rebranded as NetXInvestor to deliver a highly customized, seamless experience for investors of all generations

Multi-jurisdictional international fund administrator inks software deal

We are very pleased to have expanded our presence in the Channel Islands and Luxembourg through this partnership with such a fast growing and professional organization

ERI to market SaveTax to OLYMPIC Banking System users

SOFGEN SaveTax SA, and ERI have extended their existing partnership: ERI will market SaveTax - SOFGEN's multi-jurisdictional tax calculation and reporting platform - to the OLYMPIC Banking System user community.

Global Swiss private bank taps smartTrade for FX platform

The platform includes functionalities such as Connectivity, Aggregation, Order Routing, Distribution to clients and Multi Bank Platforms, Order Management and Post Trade Integration, an HTML5 user interface and detailed reporting as well as being availabl

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