Posts Tagged ‘wealth management’

Lombard, IL – March 22, 2010 – Blaine Maxfield, chief operating officer of SunGard’s wealth management business (), said, “Firms are focused on adapting and evolving their business models to meet the changing needs of their clients, as well as effectively aligning their internal operations to improve efficiencies and workflows throughout the organization. As a result, firms will continue to emphasize asset growth strategies, ... Full story

By Sherree DeCovny Founded in 2000, Formuesforvaltning is the largest, privately owned independent wealth management firm in Norway. Its clients include 4,500 private and institutional investors, and it has more than $3.6 billion in assets under management. Always striving for innovation and the best quality, the firm pushed IT to its boundaries to establish a truly ... Full story

By Renee Wijnen Caruthers Manchester Capital Management, LLC is a private wealth management firm targeting clients with investable assets of $10 million or more. The rapidly growing firm, with approximately $1.5 billion under management, and offices in Manchester, VT, and Montecito, CA, recently overhauled its IT infrastructure to achieve scale and flexibility. We spoke with Henry Morneault, senior vice president, and James Bishop, IT director, to ... Full story

  Mark Abbott discussed how Raymond James is focusing on providing better customer facing services for its financial advisors and at the same time providing operational efficiencies and costs savings. Microsoft is a key partner in this strategic effort through their implementation of CRM/SharePoint/BI. Participants in the Wealth Management CEO Breakfast Roundtable: Natalia Tchetchoulina, Vice President, Barclays Bank Dennis Layden, Pershing Joe Giglia, Market Executive, Wells Fargo / Wachovia Frank Minerva, ... Full story

Merrill's Kumar Vadaparty Sets Laser Focus on Post-Development First it was his data service framework, then it was his application lifecycle management framework. This year it is his Silverlight Framework. Kumar Vadaparty, third time winner of the Windows in Financial Services Developer Awards, is quickly earning a reputation as the innovative developer to beat. What makes Vadaparty stand out is perhaps his eagerness to ... Full story

Kumar Vadaparty and his development teams get high marks from the industry While Merrill Lynch’s win in this year’s Windows in Financial Services Developer Awards for its Application Lifecycle Management (ALM) Framework is a striking achievement, even more notable is that it is the second year in a row the firm has triumphed in the awards. So what is behind their success? ... Full story