Working with technology partner Dion, they have developed a suite of investment management functions that provide critical support for their front and back office activities. Stuart Brookes, Joint Managing Director at Hargreave Hale, stated “the Dion technology platform has allowed us to process business in an efficient and streamlined manner”.

Hargreave Hale uses all of the Dion Wealth Management modules including Investment Management, Order Management, Asset Administration, Fees processing, Corporate Actions notifications, Client Communication portal and reporting.

Brookes added “Dion have provided considerable assistance to our firm, during a time that we have experienced rapid growth. We hope that this relationship will continue to flourish as we seek to enhance the service provided to our customers’.

Kean Williams, Global Head of Wealth Management at Dion, said “We are pleased to continue growing alongside Hargreave Hale and all of our clients and in particular where we can see that our solutions have a direct and positive impact on their growth plans. Our technology overhaul and launch of new stand-alone modules has really started to see customer satisfaction at our client sites.”