Latest Wealth management News: Finextra Research

UBS Wealth Management rolls out DSTi's HiInvest in Frankfurt

UBS Wealth Management is implementing DST International's (DSTi) front and middle office software for private wealth managers, HiInvest, at its Frankfurt operations.

05 July 2004

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Fincentric launches Wealthview Leadbuilder

Canadian financial software vendor Fincentric has launched Wealthview Leadbuilder, an application which enables frontline banking staff to deliver marketing campaign offers while serving customers.

23 June 2004

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1st acquires 51% stake in iTrak

UK-based 1st, a supplier of software and services for financial advisers and mortgage intermediaries, has acquired a 51% controlling stake in iTrak, a provider of point-of-sale wealth management software for IFAs.

23 June 2004

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DST International expands European sales team

Investment management software outfit DST International has expanded its European sales and support team in the wealth and risk management arenas by raiding rival vendors for staff, including COR Risk Services, Misys, Financial Objects and Thomson Financial.

21 June 2004

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HSBC Private Bank to use Brainpower

HSBC Private Bank has licensed analytical software from Brainpower to support its client advisory services in five countries.

03 June 2004

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Dryden names Hurford as global technology head

Richard Hurford has been hired as director for global information technology (IT) at Dryden Wealth Management Limited, Prudential Financial Inc.'s private client business in Europe and Asia.

02 June 2004

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Commonwealth Bank restructures for CRM

The Commonwealth Bank of Australia has merged its Premium Financial Services and Institutional and Business Services Divisions ahead of the introduction of new customer relationship management technology.

18 May 2004

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CIBC Wood Gundy deploys Sanchez mobile wealth management system

CIBC Wood Gundy, the retail division of CIBC World Markets, has gone live with Fidelity Information Services' mobile wealth management system, Sanchez Broker To Go, which is delivered over Research In Motion's (RIM) Blackberry Handhelds.

29 April 2004

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Wealth Management Software reverses losses

Wealth Management Software, a UK-based supplier of technology to the life and pensions market, is reporting a miniscule pre-tax profit of £5000 for the year ending 31 December 2003, up from a loss of £1 million in 2002, as revenues for the year dropped by a third to £7.3 million.

15 April 2004

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National Bank of Dubai deploys Odyssey for private banking

The National Bank of Dubai (NBD) is implementing wealth management technology from Odyssey Asset Management Systems to support its expanding private banking operations.

06 April 2004

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Royal Skandia Trust deploys Lynx Trust Administrator

Royal Skandia Trust Company is rolling out Lynx Wealth Management Systems' 4Series Trust Administrator software across its offshore operations on the Isle of Man.

29 March 2004

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Turnstone to roll out Lynx Trust Administrator in Mauritius

Turnstone Trusts & Securities is rolling out Lynx Wealth Management Systems' 4Series Trust Administrator software across its corporate and trust management operations in Mauritius.

23 March 2004

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