JHC Signs a New Contract with LGT Vestra for the FIGARO system
- 8 years 5 months ago
- Wealth Management
JHC Systems Limited, a leading provider of wealth management solutions, announces that it has signed a new contract with LGT Vestra for the FIGARO system. Following a detailed review of the supplier market; the UK and Jersey based wealth management boutique has committed to JHC and FIGARO to support its front, middle and back office processing. This new contract strengthens JHC’s relationship with LGT Vestra, which was established in 2008 when... more
T.C.R. Taps Profile's IMSplus to Enhance Wealth Management Operations
- 8 years 5 months ago
- Wealth Management, Infrastructure
Profile Software, a leading financial solutions provider, announced today that T.C.R. International Ltd, a fast-growing Cypriot wealth and fund manager, selected IMSplus, its award-winning investment management platform, to effectively manage their full processes of their wealth management activities.
Dion Unveils MiFID II Package for Wealth Managers
- 8 years 5 months ago
- Wealth Management, Compliance, Regulatory Standards
Dion Global Solutions (BSE: 526927) today announced the launch of its MiFID II solution that enables customers to comply with the regulatory requirements, and build a new business operating model to gain competitive advantage in the industry.
Lombard International Executive Chairman Named 2016 EY Entrepreneur of The Year®
- 8 years 5 months ago
- Wealth Management
Lombard International, a global leader in wealth structuring solutions for the high net worth market, today announced that the company’s Executive Chairman, John Hillman, has been named Ernst & Young’s 2016 Entrepreneur of the Year for the Greater Philadelphia area in the Business and Financial Services category. Hillman was selected among 36 finalists in consideration for the award, which was announced at a special gala on June 9th in the... more
PPRO E-Commerce Guide to the Euro 2016: France vs Romania
- 8 years 5 months ago
- Wealth Management, Payments, Infrastructure
Once again, the UEFA European Championship is just a round the corner, and Europe will spend four weeks going football crazy as each team takes its turn on the international pitch. A UEFA European Championship, of course, means an entire month of nothing but football - with fixed schedules featuring up to three games a day. All this naturally makes every football fan's heart beat faster, and we at PPRO can hardly wait until the first... more
Wealthify Analyses Britons' Saving Habits
- 8 years 6 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
Jupai Launches Hong Kong Office
- 8 years 6 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.
Santander InnoVentures to Invest in Robo-Advisory Platform SigFig
- 8 years 6 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 6 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
Temenos Discusses Reshaping of Generation in Wealth Management Industry
- 8 years 6 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.
UBS and SigFig Collaborate on Wealth Management Technology Development
- 8 years 6 months ago
- Wealth Management
UBS Wealth Management Americas and SigFig have agreed to form a strategic alliance to develop financial technology for UBS WMA, its financial advisors and their clients.
JHC Systems Supports Dallaglio Foundation
- 8 years 6 months ago
- Wealth Management
JHC Systems, the leading provider of wealth management solutions, is proud to announce their support of the Dallaglio Foundation with the aim of helping young people tackle life in a positive way. The Dallaglio Foundation set up by Ex – England Rugby player, Lawrence Dallaglio, aims to impact the lives of those excluded from mainstream education – increasing their self-worth, improving life chances and boosting their chances of a future in... more
Long-Term Wealth Management Partnership was Reached between Genpact and NFU Mutual
- 8 years 7 months ago
- Wealth Management
NFU Mutual and Genpact announced a long-term partnership to deliver enhanced NFU Mutual advised and direct-to-consumer offerings, powered by Genpact’s OpenWealth business process as a service (BPaaS) solution.
Wilshire to Unveil Wealth Management Platform
- 8 years 7 months ago
- Wealth Management
Wilshire Funds Management is launching the Wilshire Wealth Management Platform, an end-to-end advisor platform that leverages technology from leading financial solutions provider Vestmark. The solution provides institutions, registered investment advisors, and family offices with turnkey access to Wilshire’s market-tested investment strategies and research. Client accounts managed by Wilshire Funds Management will utilize VestmarkONE®, a... more
Fiserv Makes Wealth Management More Female Friendly
- 8 years 7 months ago
- Transaction Banking, Management, Wealth Management
Cheryl Nash, president, Investment Services of Fiserv, has been appointed to the advisory board of Envestnet Institute On Campus (EIOC) and named executive leader for the Institute’s new ‘Women in Wealth Management’ program. The program is designed to attract college-age women to wealth management careers in order to increase gender diversity in the industry.
