Wealth Management

Investec Wealth & Investment to Go Live with Calastone Transfer Service

Calastone, the global funds transaction network, today announces that Investec Wealth & Investment, one of the UK’s largest private client wealth management firms, has gone live with Calastone’s recently launched Transfer Service.   Read more »

Morgan Stanley Wealth Management Adds CreditSights to Research and Strategy Content

Morgan Stanley Wealth Management today announced that it has added CreditSights, an industry leading independent provider of global fixed income research, to its online portal of research and strategy content for its Financial Advisors. Read more »

Wasatah Capital selected IMSplus for wealth and fund management operations

Profile Software, an international financial solutions provider, announced today that Wasatah Capital, a Saudi Arabia based investment company, selected the IMSplus Asset Management solution to effectively manage the full range of their fund and discretionary portfolio management operations. Established in 2007, Wasatah Capital is a closed joint stock investment company regulated by the Capital Market Authority (CMA) and authorized by the Saudi... more Read more »

Old Mutual Wealth Selects Eagle Data Management to Meet Solvency II Requirements

Eagle Investment Systems LLC, a BNY Mellon company and leading provider of financial services technology, today announced that Old Mutual Wealth, one of the largest wealth management businesses in the United Kingdom, has selected Eagle’s enterprise data management solution to support its Solvency II compliance programme. Deployed over Eagle’s secure private cloud, Eagle ACCESSSM, the solution will centralise and streamline Old Mutual Wealth’s... more Read more »

BizEquity Announces Strategic Partnership with eMoney Advisor

BizEquity, the world’s leading online provider of business valuation knowledge and big data, today announces that it has signed a strategic partnership with eMoney Advisor LLC (eMoney), the leading provider of advanced wealth-planning solutions for financial advisors. Read more »

Genpact Wealth Management Administration Services Expands Into U.K. Financial Services Market

 Genpact (NYSE: G), a global leader in designing, transforming, and running intelligent business operations, today announced the expansion of its Genpact OpenWealth® business, which provides wealth management services to wrap platforms, insurers, banks, brokers, wealth, and asset managers into the U.K. market, by closing its acquisition of the U.K. OpenWealth platform from Citibank, N.A. With this market expansion, Genpact adds a center of... more Read more »

Blockchain and Wealth Management should be the next trends in FinTech according to investors and financial industry experts at first Startupbootcamp FinTech Demo Day in Singapore

Startupbootcamp FinTech, the leading accelerator focusing on financial innovation, hosted its first Demo Day in Singapore on the 29th of July for the top 11 FinTech teams selected out of 300 applications earlier this year. Read more »

SimCorp Announces World-Class Line-Up for 4th Annual Client Communications and Reporting 2015 Conference

SimCorp’s fourth annual Client Communications and Reporting 2015 conference, for private wealth and institutional asset managers, returns to Merchant Taylors’ Hall in London’s Threadneedle Street on Monday, 21 September, 2015. The conference, which has ‘agility’ as its theme, will be chaired by Peter Bambrough, Principal Consultant at Citisoft, a leading global investment management consulting firm. Read more »

Large UK Investment House Chooses SimCorp Dimension

SimCorp announces that it has signed a license agreement with one of the UK’s largest and longest established investment houses. The investment manager has selected SimCorp’s Investment Book of Record (IBOR) to provide position information across all asset classes, including cash, to be available as needed by the front office and other stakeholders. The IBOR functionality will be based on SimCorp’s investment management solution, SimCorp... more Read more »

The Knowledge Gap That Could Leave Up to 40% of Britain’s Businesses in Jeopardy

Although many business owners arrange insurances to cover items such as buildings and contents, machinery, vehicles, stock and cars, many don’t consider insuring what is usually their greatest asset - the proprietors and staff. In addition to this, 57% of businesses state that they have outstanding corporate debt, but many still have no cover in place to repay it upon loss of a key person. Andrew Kilby, Managing Director of Armstrong Watson... more Read more »

GBST and Xchanging Establish Alliance for Integrated Capability Through Wealth Management and Capital Market Activities

GBST Holdings Limited (ASX: GBT, GBST), a global provider of securities transaction and wealth management platforms for the financial services industry, today announce a powerful alliance with Xchanging plc (LN: XCH, Xchanging), a business technology and services provider. Together both organisations will align the world-class GBST software suite, with the deep Xchanging BPO scalable processing capability, building an innovative business... more Read more »

PROFILE Presents Its Solutions at the ComPeer Wealth Management 2015 Conference

PROFILE Software, an international financial solutions provider, is sponsoring the annual event of ComPeer for the Wealth Management industry in the UK, taking place on the 24th of June from 08:00 till 13:00 at the Merchant Taylors' Hall, London. The company’s executives will have the opportunity to present its innovative and client-centric solutions that comprehensively cover the operations of Wealth Management Institutions in the country. Read more »

Bravura unveils SaaS transfer agency delivery model

Bravura Solutions Pty Limited (Bravura), a trusted supplier of wealth management, life insurance and transfer agency software applications, is pleased to announce the launch of a new deployment model for its Rufus transfer agency (TA) proposition. Ideally suited for boutique and mid-sized fund managers, the solution delivers a cost effective and highly scalable self-administration tool. Read more »

Old Mutual Wealth goes live with DST's Opendoor platform

DST, a global provider of strategically unified data management, business processing, and customer communication solutions, today announced that Opendoor, an e-commerce platform designed to deliver operating efficiencies and improved customer service to wealth managers, has been selected for use by Old Mutual Wealth in the UK. Read more »

Advent Wins “Best Client Communications & Reporting” and “Best Portfolio Management” at the Wealth Briefing Swiss Awards 2015

Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced that Advent was awarded “Best Client Communications & Reporting” and “Best Portfolio Management” for wealth management technology at the 2015 WealthBriefing Swiss awards in a ceremony in Geneva, Switzerland. The program recognizes excellence among technology solution providers specializing in tools... more Read more »


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