Wealth management - Announcements, News, Articles & Research: Finextra

AOS unveils online wealth management service

Online options broker AOS, Inc. has launched Private Client Services, a new initiative to extend wealth management assistance to the firm's online brokerage clients.

03 August 2006

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Adhesion Technologies taps SunGard manager research and due diligence system

SunGard announced today that Adhesion Technologies, the provider of the WealthADV Platform for independent registered investment advisors (RIAs), is using SunGard's Manager Research and Due Diligence service, a component of SunGard's Unified Overlay Management Program

31 July 2006

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Bisys enhances WealthSolutions SMA platform

BISYS, a leading provider of outsourcing solutions for the financial services sector, today introduced an enhanced version of its WealthSolutions SMA platform with robust fixed income processing technology.

25 July 2006

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Reliance Integrated Solutions names Steve Randolph president and COO

Reliance Financial Corporation (Reliance), an Atlanta-based diversified wealth management company, announced today the appointment of Steve Randolph as president and chief operating officer of Reliance Integrated Solutions LLC (RIS), a subsidiary providing back-office processing and technology solutions for wealth managers and trust companies.

21 July 2006

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Barclays Wealth Management appoints Farzan Riza COO, UK Private Bank and Gerrard

Barclays Wealth Management is pleased to announce the appointment Farzan Riza as Chief Operating Officer for its High Net Worth and Affluent business in the UK supporting the UK Private Bank and Gerrard.

20 July 2006

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Thomson Financial and Business Architects target European wealth managers

Thomson Financial, an operating unit of The Thomson Corporation (TSX: TOC, NYSE: TOC), today announced the signing of a strategic partnership with Business Architects, to create a fully integrated front-office solution for European private client management firms.

18 July 2006

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First Niagara Bank licenses Financial Profiles wealth management platform

Financial Profiles Inc., the standard for planning and advice solutions, announced today that First Niagara Bank has signed a multi-year license agreement to deploy its comprehensive Profiles+ Professional solution with Asset Allocation to the firm's wealth management group.

17 July 2006

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SEB Private Banking to roll out ERI Olympic banking system in Poland

ERI, a leading provider of banking and wealth management solutions, is proud to announce the signature of a Licence Contract with SEB Private Banking in Poland.

13 July 2006

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Barratt & Cooke licenses Investmaster's Wealthmaster and 4i-Core

Having witnessed significant growth recently in its discretionary management business, independent stockbroker, Barratt & Cooke, now with £1billion under management, is making further investment in its people and processes with technology to support the company's growth strategy.

12 July 2006

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Jo Hambro Investment live with SunGard's Apsys

SunGard today announced that JO Hambro Investment Management Ltd had gone live with SunGard's APSYS for private client wealth portfolio management, back-office settlements and client reporting.

04 July 2006

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Northern Trust targets affluent with wealth snapshot service

As the number of high net worth households worldwide jumped 6.5 percent to 2.7 million in 2005, and the number of family offices serving the ultra wealthy continues to climb, Northern Trust, the 8th largest global custodian in the world and a leader in serving the financial needs of affluent individuals, is introducing Wealth Passport which allows families, family offices and their advisors to know exactly what they're worth at any given point in time.

28 June 2006

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Odyssey and NorthStar team for wealth management platform

Odyssey Asset Management Systems, a global leader in wealth management & private banking solutions, and NorthStar Systems International Inc., a US leader in enterprise wealth management solutions, have announced a strategic technology and joint marketing alliance to create the world's premier global wealth management platform across both private client and investment management.

26 June 2006

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