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IBS Journal Wealth Management Supplement - November 2009

This month we take a look at how deeply the financial crisis has impacted wealth management.

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Editor’s Note - Wealth Management Supplement November 2009

The financial crisis has impacted all, including the rich and super-rich. It has turned some billionaires into millionaires, and making some millionaires join the ranks of mere mortals who have to queue up in a high-street bank instead of enjoying…

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Analysis: IWMS - Keeping it in the family

There has been more than one attempt in the past to harmonise wealth management principles and introduce common standards, but so far none of the attempts have produced tangible results. How does the newly-created Institute for Wealth Management Standards (IWMS)…

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Case Study: DBS - The fight back

A new core system was seen as a cornerstone in DBS’s quest to see off the tier one incursors in its domestic wealth management space.

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Case Study: Bank of Scotland - Leader of the pack

Bank of Scotland’s once arcane Portfolio Management Service is brought up to speed having helped develop a new client reporting solution from 3i Infotech.

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Case Study: Third Rome - Rome wasn't built in a day

Third Rome, a newly-established asset and wealth management service provider, has gone from nothing to having a sophisticated technology platform in just four months. Maxim Yanpolsky, the company’s COO, shares the experience of undertaking such a swift project.

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Wealth Management Supplement

IBS Journal | Wealth Management Supplement

Editor's Note - Wealth Management Supplement November 2009

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The financial crisis has impacted all, including the rich and super-rich. It has turned some billionaires into millionaires, and making some millionaires join the ranks of mere mortals who have to queue up in a high-street bank instead of enjoying the privileges that come with wealth management services.

 

IBS Journal | Wealth Management Supplement

Analysis: IWMS - Keeping it in the family

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There has been more than one attempt in the past to harmonise wealth management principles and introduce common standards, but so far none of the attempts have produced tangible results. How does the newly-created Institute for Wealth Management Standards (IWMS) plan to succeed? Tanya Andreasyan talks to the Institute's founders.


 

IBS Journal | Wealth Management Supplement

Case Study: DBS – The fight back

PrintE-mail

A new core system was seen as a cornerstone in DBS's quest to see off the tier one incursors in its domestic wealth management space.


 

IBS Journal | Wealth Management Supplement

Case Study: Bank of Scotland – Leader of the pack

PrintE-mail

Bank of Scotland's once arcane Portfolio Management Service is brought up to speed having helped develop a new client reporting solution from 3i Infotech.


 

IBS Journal | Wealth Management Supplement

Case Study: Third Rome – Rome wasn't built in a day

PrintE-mail

Third Rome, a newly-established asset and wealth management service provider, has gone from nothing to having a sophisticated technology platform in just four months. Maxim Yanpolsky, the company's COO, shares the experience of undertaking such a swift project. 


 
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