04/28/2014
The awards, organized and presented by Wealthadviser at Sketch in London on April 25th recognize excellence in the private banking, wealth management and trusted advisor communities.
04/25/2014
Following a strategic review of its Client Reporting and Communication processes, Ashmore Group Plc selected the Vermilion Reporting Suite (VRS).
04/25/2014
Schroders CIO professionalises IT problem solvers
Business community will need and rely on the puzzler skills of the IT profession says CIO
04/24/2014
Musgrave and Betteridge are co-founders of the software company Preciousbluedot and recently built a mobile app for clients of Seven Investment Management (7IM).
04/24/2014
The SS&C GlobeOp Forward Redemption Indicator for April 2014 measured 3.23 per cent, down from 3.81 per cent in March
04/22/2014
Commenting on the award, Nicholas Hacking, Sales Director at ERI said: "We are delighted to have been voted for this prestigious award by independent experts, having also won it in London in 2013".
04/17/2014
Swisscanto Realizes Efficiency Gains with SimCorp Dimension for Fund Administration
To date, an external service provider has carried out the asset manager’s fund administration.
04/15/2014
Read This If Your Phone Runs Android
The Internet security world mobilized to tackle the Heartbleed software bug.
04/15/2014
Technology now about connectivity not just firepower
Rapidly changing technology isn't a threat to financial services operators, it's just the continuation of long term trends that have always confronted the sector
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