James Brearley & Sons implements JHC wealth management system

Source: JHC

Investment manager and stockbroking firm James Brearley & Sons is upgrading its systems architecture by implementing JHC Figaro (‘Figaro’) the most functionally rich wealth management system in the market today.

Figaro will support the firm’s share dealing and investment management operations and help ensure that James Brearley & Sons can deliver a high quality, secure and efficient service to private clients and intermediaries as the firm continues to expand its UK presence.

Using Figaro’s managed service will enable James Brearley & Sons to fully automate its operations: from client relationship management, portfolio management, real-time trading and order management, to performance analysis and back office processes. As well as providing significant improvements in operational efficiency, Figaro incorporates all UK and Irish regulatory updates free of charge, so the firm can be confident that they can maintain compliance with the latest changes.

David Hannis, Chief Executive Officer, James Brearley & Sons, said: “We have a focus on customer service and we need a technology partner to help us build upon our current offering as we grow. Figaro’s managed service not only enables us to concentrate on the quality of our offering, it also ensures that we are compliant and running at peak operational efficiency at all times. JHC’s proven, highly-scalable and automated technologies—combined with their track record of working with financial institutions like ourselves and the high and sustained levels of investment in their business —gives us a huge amount of confidence in our decision. We believe that JHC are the right partners to support our business both now and in the future.”

John Blackman, CEO, JHC added: “As financial regulatory requirements increase in number and complexity, wealth management firms face growing pressures to ensure their IT operations and reporting systems comply with the latest rules. This is one of the key reasons why Figaro is the platform of choice for financial institutions. JHC’s technologies, which benefit from substantial ongoing investment in R&D, remove the burden of hosting and securing an IT infrastructure from clients. Firms can focus on what matters—i.e., managing their clients’ investments. And we are proud that successful firms like James Brearley & Sons rely on our products and services to ensure that their growth strategies become reality.”

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