Management

Banco Original Deploys OpenLink Comprehensive Banking and Treasury Solution

 OpenLink, the global leader in trading and risk management solutions for the financial services, corporate, energy, and commodities industries, has completed the initial phase of a comprehensive banking and treasury solution at online start-up bank, Banco Original, an online bank focused on retail customers.    The implementation at Banco Original, which is a subsidiary of large Brazilian conglomerate, J&F Group, was completed in an... more Read more »

ADM Investor Services International Deploys Speakerbus’ iTurret Solution

Speakerbus, the leading provider of innovative mission-critical voice collaboration solutions for financial institutions, today announced that ADM Investor Services International Ltd (ADMISI), a full service multi-asset brokerage company, has chosen Read more »

Mesirow Financial Goes Live on Clarient Entity Hub

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. Read more »

Wealthsimple Releases Platform for Advisors, Expands Reach of Investment Services

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. Read more »

Friess Associates Benefits from Linedata’s Investment Management Range of Solutions

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. Read more »

Wealthify Analyses Britons' Saving Habits

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 Read more »

ERI Wins the "Portfolio Management" Category at European WealthBriefing Awards 2016

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’. Read more »

Jupai Launches Hong Kong Office

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. Read more »

Maitland Launches Miami Office to Service LatAm

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. Read more »

Axios Systems to Discuss the Future of IT Services at ITAMOrg Conference

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. Read more »

Global Prime Partners Signed a Partnership with RSRCHXchange

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 Read more »

Santander InnoVentures to Invest in Robo-Advisory Platform SigFig

 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. Read more »

Northern Trust Strengthens its Team with New Hire

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 Read more »

PortfolioMetrix Teams Up with Alliance Trust Savings Adviser Platform

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. Read more »

Vermilion Software and Narrative Science Form a Strategic Partnership

Vermilion Software and Narrative Sci Read more »

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