03/12/2014
The company achieved such a strong and rapid international expansion thanks to its complete and fully integrated software solutions for wealth and asset management.
03/12/2014
He replaces Klaus Andersen, who has headed SimCorp’s London-based business since 2008.
03/11/2014
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.
03/06/2014
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.
03/05/2014
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
03/04/2014
"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."
03/04/2014
Midlands based boutique wealth manager, BRI Wealth Management has chosen the Tercero Wealth Management platform from Third Financial to support an ambitious growth strategy.
03/04/2014
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.
03/03/2014
Today's marketplace provides investment firms with a wide range of asset classes to help them to manage money effectively.
02/28/2014
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.
02/28/2014
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 &
02/27/2014
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.
02/27/2014
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.
02/26/2014
Societe Generale Securities Services (SGSS) has successfully launched SGSS GALLERY, its revamped European client Internet portal.
02/24/2014
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&
02/21/2014
To help wealth management organizations address these challenges and better target and engage customers and advisors, Oracle today announced Oracle Eloqua for Wealth Management.
02/20/2014
The social network strikes a deal to acquire the fast-growing messaging service WhatsApp for $19bn (£11.4bn).
02/20/2014
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.
02/20/2014
Firm Earns 42 "Best in Class" Ratings Across Survey Service Categories
02/19/2014
Plenty of us take time umming and ahing over how to phrase something in an email.