Mesirow Financial Goes Live on Clarient Entity Hub
- 8 years 8 months ago
- Management
Clarient reports that Mesirow Financial, an independent diversified financial services firm, has gone live on Clarient Entity Hub, a utility-based service designed to simplify client data and document management.
Wealthsimple Releases Platform for Advisors, Expands Reach of Investment Services
- 8 years 8 months ago
- Investment Management
Wealthsimple, Canada’s leading online investment service, announced today that they have a launched an automated platform for financial advisors to manage their clients' investment portfolios.
Friess Associates Benefits from Linedata’s Investment Management Range of Solutions
- 8 years 8 months ago
- Investment Management
Linedata, the global solutions provider dedicated to the investment management and credit industries, today announced that Friess Associates, a growth oriented fund management group, with over $1 billion of assets under management, has selected its comprehensive range of investment management solutions.
Wealthify Analyses Britons' Saving Habits
- 8 years 8 months ago
- Wealth Management
57% of Britons are overestimating the financial return on their investments despite the fact that the majority of savers are still relying on low-interest savings accounts and ISAs, according to data from Wealthify, the online investment service. Wealthify says that even though two thirds of Britons are now saving, the amounts saved are low, and many Britons are expecting to get by on a tight budget or struggling to afford bare essentials in... more
ERI Wins the "Portfolio Management" Category at European WealthBriefing Awards 2016
- 8 years 8 months ago
- Management, Banking
ERI, with its OLYMPIC Banking System software package, has been crowned best in the "Portfolio Management" category for Europe, by WealthBriefing, the leading online journal and news website dedicated to serving the Private Banking and Wealth Management sector. Showcasing ‘best of breed’ providers, the awards recognise companies and teams which the judges deem to have ‘demonstrated innovation and excellence during 2015’.
Jupai Launches Hong Kong Office
- 8 years 9 months ago
- Wealth Management
Jupai Holdings Limited a leading third-party wealth management service provider focusing on distributing wealth management products and providing quality product advisory services to high-net-worth individuals in China, today announced the expansion of its overseas services through the launch of its Hong Kong-based subsidiary, Jupai Hong Kong Investment Limited.
Maitland Launches Miami Office to Service LatAm
- 8 years 9 months ago
- Fund Management, Consultancy
Maitland, the global advisory and fund administration firm, has opened a new office in Miami. The office will provide Maitland’s LatAm team with a regional base, giving their growing private and institutional client base access to on-the-ground support. The new office is Maitland’s 15th across 12 countries.
Axios Systems to Discuss the Future of IT Services at ITAMOrg Conference
- 8 years 9 months ago
- Asset Management, IT Innovations
Axios Systems, the global leader in IT service and asset management software, will present the future of IT service at next month’s ITAMOrg conference in London. Ian Moyse, UK Sales Director at Axios, will lead the session for more than 300 senior IT executives at Olympia Conference Centre on Thursday, 9th of June, at 3pm. He will challenge leaders to transform their customer experience by combining IT asset and service management systems.
Global Prime Partners Signed a Partnership with RSRCHXchange
- 8 years 9 months ago
- Management
Global Prime Partners, the award-winning boutique prime broker, has signed a partnership with RSRCHXchange, the online marketplace for institutional research, to provide its growing client base with access to leading research content. Global Prime Partners’ clients - including hedge funds, family offices and asset managers – will now have direct access to vital institutional research from over 130 providers on the RSRCHX platform and will be... more
Santander InnoVentures to Invest in Robo-Advisory Platform SigFig
- 8 years 9 months ago
- Investment, Wealth Management, FinTech StartUps, IT Innovations
Santander InnoVentures, the fintech venture capital fund of Santander Group, today announced its latest portfolio investment in SigFig – a US-based provider of wealth management technology, designed to provide high-quality investment advice to all wealth levels via a combination of design, data science, and technology.
Northern Trust Strengthens its Team with New Hire
- 8 years 9 months ago
- Wealth Management, People Moves
Northern Trust has hired Clayton DaSilva as sales manager, Middle East. Based in Abu Dhabi, DaSilva is responsible for leading Northern Trust’s business development in the Middle East and supporting business development in Africa, offering Northern Trust’s asset servicing and capital markets solutions to sovereign wealth funds, central banks, asset management companies and corporate clients. He will report to Douglas Gee, head of sales in... more
PortfolioMetrix Teams Up with Alliance Trust Savings Adviser Platform
- 8 years 9 months ago
- Investment Management
PortfolioMetrix, the next-generation discretionary investment management firm, has partnered with the Alliance Trust Savings (ATS) adviser platform. Launched this month (May 2016) advisers using the ATS platform have access to a range of PortfolioMetrix portfolios, designed to deliver reliable risk and return separation of portfolios, achieved through an academically-robust, risk-based investment approach.
Vermilion Software and Narrative Science Form a Strategic Partnership
- 8 years 9 months ago
- Asset Management
Vermilion Software and
SimCorp Receives Double Award at FTF News 2016 Technology Innovation Awards
- 8 years 9 months ago
- Investment Management, IT Innovations
SimCorp, a leading provider of investment management solutions and services for the global financial services industry, today announced that it has won the 2016 Technology Innovation Awards from FTF News in the categories of ‘Best IBOR Solution’ and ‘Best Buy-Side Operations Solution.’ This is the second year running that SimCorp has won in the IBOR (investment book of record) category.
Temenos Discusses Reshaping of Generation in Wealth Management Industry
- 8 years 9 months ago
- Wealth Management
Temenos, the software specialist for banking and finance, today announces a great transfer in wealth from aging baby boomers to younger generations is reshaping the wealth management industry in ways that demand greater efficiency and adaptation by incumbent firms, according to a new report today from Temenos and Forbes Insights.
