ERI Wins the "Portfolio Management" Category at European WealthBriefing Awards 2016
- 10 years 1 week 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
- 10 years 1 week 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
- 10 years 1 week 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
- 10 years 1 week 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
- 10 years 1 week 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
- 10 years 1 week 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
- 10 years 1 week 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
- 10 years 2 weeks 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
- 10 years 2 weeks ago
- Asset Management
Vermilion Software and
SimCorp Receives Double Award at FTF News 2016 Technology Innovation Awards
- 10 years 2 weeks 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
- 10 years 2 weeks 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.
Schroders Luxembourg Goes Live on Clarient Entity Hub
- 10 years 2 weeks ago
- Asset Management, Infrastructure
Clarient reports that Schroders Luxembourg has gone live on Clarient Entity Hub, a utility-based service designed to simplify client data and document management. The adoption of the service by a leading asset management firm builds upon the momentum Clarient has generated over the past year and brings the total number of users to more than 100.
OMAM Welcomes Stuart Bohart to its Board of Directors
- 10 years 2 weeks ago
- Asset Management, People Moves
OM Asset Management reports that Stuart Bohart has been named to its Board of Directors. Mr. Bohart was President of Liquid Markets at Fortress Investment Group LLC until his retirement in 2015, and served in a number of senior roles at Morgan Stanley prior to joining Fortress in 2010. Mr. Bohart will fill a vacancy created when Ian D. Gladman, Group Strategy Director at Old Mutual plc, resigned from the Board to focus on his executive duties at... more
Fenergo Expands its Presence in Middle East Market
- 10 years 2 weeks ago
- Management, Infrastructure
Fenergo, the leading provider of Regulatory Onboarding and Client Lifecycle Management software solutions for wholesale and private banks, celebrated the official opening of its new office in Abu Dhabi at a launch event hosted by the Ambassador of Ireland to the United Arab Emirates on May 4th.
KKR's Pillarstone Platform Strengthens its Outreach in Europe
- 10 years 2 weeks ago
- Trading Systems, Investment Management, Infrastructure
KKR Credit unveils the further expansion of its Pillarstone platform in Europe through the signing of a binding agreement with Alpha Bank and Eurobank in Greece. The agreement builds on the successful progress of the Italian platform that was announced in June 2015.
