Managers of Wealth

Metro Bank to spend £31 million on tech and branch growth after reporting £18.97M loss for FY2011

The first Metro Bank store launched on July 29, 2010 and since then it has grown at a rapid rate ahead of plan.

Kleinwort Benson chooses Vermilion reporting suite

Vermilion will work in partnership with Kleinwort Benson to implement the solution as part of a phased approach resulting in greater transparency and report quality to Kleinwort Benson's client base.

Guardian Wealth Management attempts to crack ‘Skype advice’

Guardian Wealth Management has revealed plans to offer a low-cost, remote independent advice proposition to clients, delivered via Skype and other online tools.

Bravura Solutions’ Sonata powers launch of Russell Investments’ Russell iQ suite

Russell iQ Investments is a new online investment account, providing advisers and SMSFs easier access to Russell’s range of actively managed, multi-asset solutions.

Fisher Investments UK Broadens its Social Media Reach

The Fisher Investments UK Facebook page also aggregates CEO Ken Fisher’s columns for Interactive Investor.

US, China to lead global tech innovation: KPMG survey

According to the survey, mobile technologies will continue to build on the cloud platform, providing.

Dynasty Financial Partners adds key talent to help expand industry leading services platform

David Westcott and Sally Cates Bring Decades of Marketing and Communications Experience to Dynasty

TD Waterhouse signs for PriceMetrix wealth management tech

TD Waterhouse will be rolling out three core PriceMetrix solutions - ValueOne, FeeCheck and CommissionCheck to its Investment Advisors starting in October 2012.

People's United Bank Taps Smartleaf to Transform Wealth Management Business

Implementation of Overlay Portfolio Management Solution Allows for Consistent, Customized Open-Architecture Investment Solutions

3i Infotech Wins “Most Cost Effective Solution” Award

This success acknowledges the ethos of 3i Infotech to develop and deliver solutions that are both functionally rich and commercially attractive to the Financial Services industry.

Dion launches OTC pricing & risk management tool

dfferentia addresses the needs of a new generation of internet application users within the financial services community.

Convergent Wealth Advisors Launches New Website

The new site, which has been optimized for viewing on all mobile devices, provides an enhanced and more dynamic user experience, featuring Convergent's Dollars & Sense blog, Market Commentary and Analysis, client case studies, and video clips. Th

Post Trade Processing in ‘The New World’ by Bruce Hobson,CEO, Salerio

Looking forward, there is no sign of respite. Indeed, the pace of change is only likely to quicken, particularly in response to the growing desire for harmonisation of regulations across Europe, courtesy of The European Securities and Markets Authority.

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