Managers of Wealth

Dynasty expands wealth management platform with two new hires

The additions Strengthen Dynasty's Rapidly Expanding Wealth Management Platform

Hedge Fund technology and Software providers move to Address Form PF Compliance Requirements

“Regulatory Filings Manager is a natural extension of our enterprise-tested data management tools,” says Phil Christianson, product manager for ConvergEx’s Eze Castle Software.

SEI to Provide Multi-Award Winning Wealth Manager With Private Client Investment Processing

Through GWS, SEI will provide them with private client investment processing, and administration services for its GBP 1.8bn private client business.

SS&C Technologies picks up SIM mandate

The mandate was announced this week with SS&C Technologies' Australian managing director Phil Banas saying SIML had chosen to partner with his firm via its Global Wealth Platform.

Standard Chartered launches enhanced online banking FX service

The service brings a choice of 130 global currencies to the bank's clients in the UAE, Bahrain, Oman and Qatar and is seamlessly accessible to all corporate clients via the bank's online banking platform.

Technology takes center stage in wealth management

Financial Planning can be done on IPads, investment research materials or price alerts will be sent from client websites, or have the information pushed via short message service, emails or mobile applications.

Saving BlackBerry from its 'deathbed'

The Sunday Telegraph visits BlackBerry maker RIM's headquarters in Canada to hear the latest plans to save the struggling company.

Temenos announces senior management changes and preliminary licence revenues for Q2 2012

Temenos Group has announced senior management changes as well as its preliminary estimates for Q2 2012 licence revenues and a revised full year outlook.

Estonia's LHV Chooses Advent for Asset Management‎

Asset Manager Implements Advent(R) to Improve Compliance and Client Reporting

Swiss national bank chooses SunGard’s Ambit FTP

The bank was able to implement Ambit FTP within a demanding time-frame of two months.

64% of IT Professionals Think Outsourcers Invent Work for Money

To add insult to injury, 42% said that outsourcing agreements ended up costing more than originally planned.

Bank Sarasin selects Corporate Actions Scrubbing solution

With this move, Bank Sarasin will become a core member of a growing user pool for GAIN Corporate Actions Scrubbing within the Avaloq community.

Principal Trust Company Goes Live With Innovest

“We are very pleased with the success of our InnoTrust implementation,” said Deborah Harris, personal trust manager at Principal Trust, “The conversion team made our transition as seamless as possible. We’re excited to be using a t

ERI announces new partnership with IMTF

According to Christof Studer, Head of Marketing & Sales at IMTF, a Swiss company, "Building this partnership enables us to offer to OLYMPIC Banking System customers a state-of-the-art solution that provides control, access, processing and sharing

DST and Silica in continuous collaboration to increase customer service levels

The upgrade is part of a continuous collaboration to help Silica achieve increased customer service and profitability levels while quickly taking advantage of opportunities in the market.

Wolters Kluwer launches regulatory change management solution

This will help aid decision-making, promote resource efficiency and produce management information to assist in the demonstration of effective compliance, and ultimately help reduce risk.

XSP Wins CEO of the Year

The Systems in the City Awards were launched in 1999 and are designed to reward the leading service and system suppliers to the regulated financial community.

SS&C signs Aussie wealth management firm ‎

The wealth management firm required a solution to provide the level of reliability and flexibility to grow the business with minimum disruption and investment, while adding new functionality across a broad range of instruments.

ERI and StatPro: Partners for Risk Management

This partnership with a global leader of portfolio analytics services, will enable ERI to extend OLYMPIC Banking System’s functional coverage by integrating StatPro’s risk management solutions.

Advent Software Wins “Best Technology Provider” Award

Advent Software, Inc.has been recognized as “Best Technology Provider” in the 2012 Citywealth Magazine Magic Circle Awards in London.

FinTech