04/10/2014
1st Software founder appointed new CEO of sammedia
Mike Free has sold his stake in Sammedia to a consortium of private investors led by Mik Cons, one of the founders of 1st Software.
04/08/2014
DST Global appoints APAC solutions manager
He has 25 years’ experience in financial services and has held roles in Australia, the Middle East and United Kingdom.
04/08/2014
At the 2014 WealthBriefing Awards ceremony that took place in Geneva on 3 April
04/07/2014
Many of the UK's most exclusive addresses have well below average internet connection speeds
04/07/2014
True Potential Investments LLP has hired Sheriden Davy as Head of Risk and Compliance and Colin Beveridge as Chief Investment Officer as the company structures for continued growth.
04/06/2014
A good number of investment advisors in the US and Canada are reaching retirement age.
04/03/2014
Investran's new solutions will help improve growth and performance by empowering front and middle-office personnel with investment performance data, historical trends, and analysis.
04/03/2014
For brokerages to successfully meet such impending reforms, embracing the need for better technology in the way of an online platform is essential.
04/02/2014
“Private clients and the provision of wealth management services is an increasingly important part of the overall investment universe and accordingly demands the service to match this status and the systems to enable it.
04/02/2014
James Hambro & Partners LLP the Independent Private Asset Management Partnership has selected the WDX CRM solution from Wealth Dynamix.
03/31/2014
The iPhone 6 Is Coming in September, and This Is What It Looks Like
Apple has a long way to go to reclaim its throne
03/31/2014
The centre will offer flexible and scalable capabilities in implementation, systems integration, migration and testing on the Avaloq Banking Suite’s range of wealth management products.
03/31/2014
As a business leader, you face more challenges than ever from competitors, regulators, customers and shareholders.
03/25/2014
Following recent contract signings with HSBC Private Bank and Canaccord Genuity aims to become the leading UK solutions provider for wealth management.
03/25/2014
Of all the wide range of banking applications covered by the survey, the OLYMPIC Banking System continues to have the largest total number of clients whose primary focus is Private Banking.
03/24/2014
The marbled floors, luxury stores and corporate skyscrapers of London’s Canary Wharf financial district aren’t the typical surroundings for high-growing technology start-ups.
03/24/2014
The Close Brothers Master Trust, known as YourWorkplacePension, has been introduced by the Bar Council as a pension solution for Chambers’ employees.
03/24/2014
HNWI segment customers like all other ones follow the same rule: more, quicker and in the easy way.
03/21/2014
Wealth management division of a global Wall Street bank goes live AIM Software
Following a comprehensive evaluation and selection process, AIM Software were chosen. "We selected AIM due to a combination of its track record within the Wealth Management and Private Banking industry, its knowledge of our business, and its Business
03/20/2014
Wealth management technology firm Named 'Best Risk Management Solution in Wealth Management' by Family Wealth Report
A leading innovator of advisory solutions and wealth management technology, was named 'Best Risk Management Solution in Wealth Management' by the 2014 Family Wealth Report.