Asset Management / Investment Management

See below for a list of independently written IBS Journal news and feature articles and IBS Intelligence Research vendor profiles, case studies and market analysis related to Asset Management and Investment Management in order of publication date.

See also our in-depth Wealth Management Systems Market Report >>

Asset management refers to the management of a client's assets by a financial institution. Most often these assets will be in the form of securities or investments in communal funds such as unit trusts, mutual funds or investment trusts.

The financial institution that manages these assets may be a specialist asset management company or it may be a division of a larger full-service bank. Asset management is an integral part of private banking services offered to wealthy individuals.

Individual client accounts can be classified as discretionary (in which the asset manager has investment control) or advisory (in which the asset manager seeks permission from the client before making investments).

There is a large selection of packaged computer systems that can support asset management activities by providing portfolio management, portfolio valuations, customer documentation (statements, portfolio analysis, etc.), securities trading and custody functions.

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Article: On the move – May 2013

07 May 2013

A round-up of recent appointments and departures within the industry. New hires at SAP, Accenture, Avaloq and Misys; departures at Rubik Financial, Wolters Kluwer Financial Services and CGI/Logica.

Article: Linedata nears go-live at Northeast Investors Trust

24 April 2013

Boston-based mutual fund, Northeast Investors Trust, is nearing go-live of the Linedata Mfact back office accounting software from French vendor, Linedata. The testing phase is nearing completion and cutover is scheduled for late April 2013.

Article: Misys Sophis: Risque/Value

04 April 2013

Contents: Management Summary / Company Details / Origins / New Takers / Risque/Value Technical Details / Fortis / Progress and Developments / Risque/Value Service and Functionality / Sales and Other Progress / Arrival of Misys and future...

Article: ITS gains new Ethix core system taker in Saudi Arabia, Alawwal Capital

04 April 2013

Kuwait-based International Turnkey Systems (ITS) has gained a new taker for its recently launched asset management and investment banking system, Ethix Investment Solution, beating Advent Software to the deal.

Article: Project watch: Arab Jordan Investment Bank – Site for sore eyes

03 April 2013

Since the deployment of the ICS Banks core offering from ICSFS in 2010, Arab Jordan Investment Bank (AJIB) has not missed a beat. It has become a major reference site for the vendor, has migrated its operations in Cyprus and Qatar to the new...

Article: Sungard: Ambit Treasury Management / Quantum, Ambit Treasury Management / Sierra and Front Arena

27 March 2013

Contents: Management Summary / Company Details / Origins – Ambit Treasury Management/Quantum / The Arrival of Sungard / Ambit Treasury Management/Quantum Technical Details / International Expansion / Ambit Treasury Management/Quantum Service and...

Article: Sungard: Ambit Private Banking

27 March 2013

Independently researched profile featuring company status, history, background, future strategy, system functionality and technical specifications, plus an extensive, verified user list for Sungard Ambit Private Banking, including a pie chart...

Article: Temenos fleshes out North American strategy

27 March 2013

Temenos has emerged from its restructuring with a rejuvenated plan to tackle North America. Head of the North America region, Russell Taylor, outlines the company's intentions when it comes to gaining a successful foothold in the US market, and...

Article: Avaloq gains first live site in Spain

25 March 2013

Madrid-based private bank, Banco Alcalá, has gone live with a new core banking platform from Swiss vendor Avaloq. As the bank's parent, Crèdit Andorrà Group, is on the global expansion trail, further projects are expected to follow for the supplier. 

Article: Objectway acquires Eximius from Thomson Reuters

16 January 2013

Italian financial software company, Objectway Financial Software, has acquired the eXimius business from Thomson Reuters. The deal was agreed at the end of 2012, and Objectway has already started to cross-market Eximius to its existing client base.

Article: More problem projects at Temenos

14 January 2013

Two financial institutions, one in Kuwait and one in France, are believed to have stopped their implementations of Temenos' flagship, T24. Meanwhile, Banque Libano-Francaise (BLF) is yet to cut over to T24 and Oracle components, more than five...

Article: International Private Banking Systems – IPBS – Private – Stocks & Securities Limited (SSL) – Jamaica

19 December 2012

New case study added in our Core Banking Systems Case Studies publication: In 2008, Stocks and Securities Limited (SSL), the second oldest...

Article: Global Bank implements Spectrum from FSS for wealth management

12 December 2012

Panama-based Global Bank has started the implementation of Financial Software Systems' (FSS) Spectrum for its wealth management activities, which will replace the IPBS solution from International Private Banking Systems. The bank also plans to...

Article: On the move: December 2012 / January 2013

03 December 2012

A round-up of recent appointments and departures within the industry. Reshuffle at 3i Infotech, departures at ACI Worldwide, Lombard Risk and Sage SA, and new hires at Openlink Financial, Misys and Torstone Technology.

Article: Who's bought what? – December 2012 / January 2013

03 December 2012

A round-up of recent orders in the financial technology sector worldwide. Fundtech, BML Istisharat and Infosys are among the vendors gaining new deals. Pointbank in the US, Siam Commercial Bank in Thailand, Bank of China and others acquire new...

Article: Third Financial nears go-live at Cenkos

09 November 2012

Stockbroking and investment management firm, Cenkos Channel Islands, is nearing go-live of the Tercero software platform from London-based wealth management solutions vendor, Third Financial. The launch is scheduled to take place before the end...

Article: IPBS breaks into Asia Pacific with its flagship system

08 November 2012

Bahamas-based International Private Banking Systems (IPBS) has broken out of its domestic Caribbean market with a new taker in Hong Kong, Commercial Trust. The trust is now 'running smoothly' on the supplier's flagship private banking and wealth...

Article: Case studies: Signia Wealth & BCW Capital – The next big push?

05 November 2012

When looking at the trends and challenges of the industry, it can be said that wealth management is slightly behind the curve when it comes to technology and infrastructure – but it seems to be catching up. IBS investigates the fortunes of Signia...

Article: Overview: Vendors, systems & markets – Diversify or wither

05 November 2012

As the appetite for 'rip and replace' core banking projects in the wealth management and private banking sector has been steadily waning, how do the core vendors in this space keep going? IBS brings under the spotlight examples of successful and...

Article: Innovation spotlight: Nutmeg – Add some spice

05 November 2012

Nutmeg is a start-up online investment manager based in London. According to its CEO, Nick Hungerford, this is a low-cost approach to gather assets that aims to 'set an example' in the investment field.

Article: Analysis: Fund management – Fax or fiction

05 November 2012

Long beset by manual processes, the funds sector has taken a number of steps forward in the last few years. Under pressure, there has been a new focus on cost efficiency and risk reduction. Nevertheless, there is still some way to go before all...

Article: On the move – October 2012

01 October 2012

A round-up of recent appointments and departures within the industry. Departures at Infosys and Sungard plus new hires at HML, Reval and Bottomline Technologies among others.

Article: Spain's Cluster Family Office to go live with Prospero solution from Sage

19 September 2012

Cluster Family Office in Spain will start operating Sage's solution in its wealth and asset management department by the end of next month. The new platform will provide real-time feedback on clients' financial investments.

Article: GBST puts on brave face despite Syn issues

17 September 2012

GBST has not had a happy time with the Syn securities system since acquiring its developer, Coexis, in 2008. A long-running dispute with two of the company’s former senior officers, Sunil Shah and Terry Williams, has now resulted in...

Article: Who's Bought What? – September 2012

03 September 2012

A round-up of recent orders in the financial technology sector worldwide. Misys, Oracle FSS and 3i Infotech are among the vendors gaining new deals. Eurofima in Switzerland, Michigan First Credit Union in the US, Oman-based Bank Sohar and others...

Article: New customers for Misys banking and TCM systems

13 August 2012

At its recent European Financial Services Conference, held in Lisbon, UK-based supplier Misys unveiled new customers for some of its banking and capital markets products.

Article: Simcorp Dimension gains new taker in Switzerland

30 July 2012

Simcorp Dimension, the flagship investment management software offering of Denmark-based Simcorp, has been selected by Eurofima, with €30 billion of assets under management, to replace in-house software. The system will support front-to-back office...

Article: On the move – July / August 2012

04 July 2012

A round up of recent appointments and departures within the industry. Departures at Simcorp, Infosys and London Stock Exchange among others. New hires at Gulf International Bank, Fenergo and SAP.

Article: Who's Bought What? – July / August 2012

04 July 2012

A round-up of recent orders in the financial technology sector worldwide. Temenos, Misys, Polaris and Sword Apak are among the vendors gaining new deals. National Bank of Egypt, Standard Bank, BTG Pactual and others acquire new software.

Article: Case study: Petercam and Lombard Odier – Sleeping with the enemy

02 July 2012

Petercam, a privately held investment firm, decided to entrust its IT operations to one of its competitors, Switzerland-based Lombard Odier, following a fruitless project to implement a package system. The two entities talk to IBS about the migration...

Article: Bloomberg's real-time research platform given global reach

26 June 2012

Bloomberg has extended the coverage of its Bloomberg Industries real-time portal. It now offers interactive industry research and data across more than 100 industries in North America, Europe and Asia.

Article: Vermeg buys 25 per cent stake in BSB

21 June 2012

Vermeg, the Paris-based securities system supplier, has acquired a 25 per cent stake in BSB, which sells systems for wealth management and life insurance.

Article: Calastone's new daily reconciliation product live at Capita

20 June 2012

UK-based Capita Financial Group, which represents 80 fund managers, has moved from monthly to daily reconciliation of asset management transactions, with a service provided by Calastone. A further seven similar projects, including in Ireland and...

Article: DIAM International in system upgrade and review

12 June 2012

DIAM International, the London-based fund management arm of global asset manager, DIAM Tokyo, is upgrading and replacing its systems.

Article: BTG Pactual takes data management solution from Asset Control

01 June 2012

BTG Pactual in Brazil is the first financial institution in the country to take a data management solution from Asset Control. 

Article: Tieto launches end-to-end securities system in UK and Ireland

17 May 2012

The Scandinavian vendor has unveiled a new securities product for the UK and Irish markets, Tieto Securities. The first taker is expected later this year.

Article: Editor's Note – May 2012

02 May 2012

In the end, the shake-up in the banking systems market has not been as seismic as it might have been. Nevertheless, the winds of change are blowing and this feels like a pivotal moment.

Article: On the move – May 2012

02 May 2012

A round up of recent appointments and departures within the industry. Departures at Temenos and Paypal. FIS, TCS and Fiserv are among the companies who have announced new hires.

Article: Société Générale in the US first outsourced user of Misys Summit in North America

02 May 2012

Société Générale in the US has switched from the in-house version of Misys' Summit FT structured product trading system to an ASP delivery model, to become the first outsourced user in North America.

Article: Free Webinar: How To Improve Negotiation and Contracting Techniques with Technology Vendors

23 April 2012

Our free webinar How To Improve Negotiation & Contracting Techniques with Technology Vendors took place on Wed 25th April 2012 (a recording of the webinar is available to view on our

Article: Advent Software: Axys, APX

19 April 2012

Independently researched profile featuring company status, history, background, future strategy, system functionality and technical specifications, plus an extensive customer and user list for Advent Software Axys and APX and pie charts breaking...

Article: Case study: Saudi Fransi Capital – A change of hearts

04 April 2012

Bringing two brokers under one roof means system consolidation. Saudi Fransi Capital considers its options.

Article: On the move – April 2012

04 April 2012

A round up of recent appointments and departures within the industry. Departures at Temenos, Wall Street Systems and debt-stricken 3i Infotech. Avaloq and Sungard are among the companies who have announced new hires.

Article: Hedge360 from Sungard gains eight takers

23 March 2012

Sungard claims its new ASP-based offering for hedge funds and alternative asset managers, Hedge360, has eight live users in the UK, Asia and North America.

Article: SS&C poised for its largest acquisition

09 March 2012

US-based vendor, SS&C, is in pole position to purchase GlobeOp, having made a cash offer of $818 million for its rival. In parallel, SS&C is moving towards the completion of the acquisition of Thomson Reuters' Portia portfolio management software...

Article: Who's Bought What? – February 2012

01 February 2012

A round-up of recent orders in the financial technology sector worldwide. BML Istisharat, Polaris Software Lab and iCreate are among the vendors to sign new deals. Eagle Asset Management, Incore Bank and Burgan Bank acquire new software.

Article: Case study: SphereInvest

26 January 2012

When SphereInvest designed its IT solution the requirement was for a full front to back office system. The company looked at a host of possible providers before settling for a solution called Hedge Fund in a Box. IBS talks to COO, Nic Snelling, about...

Article: BSB and Clearstream gain go-ahead for SaaS offering in Luxembourg

13 January 2012

Belgium-based BSB and Clearstream have gained regulatory approval to offer the former's Soliam and Solife solutions in Luxembourg on a Software as a Service basis. Soliam covers institutional asset management and private client wealth management;...

Article: Nasdaq OMX builds portfolio management system with Mindware

12 January 2012

Nasdaq OMX in Estonia is in the process of developing a new portfolio management system, named Portfolio 3000. Separately, Eurex has signed Mindware to provide a new core banking system.

Article: Eagle Asset Management takes Simcorp Dimension

11 January 2012

Eagle Asset Management, a Florida-based asset management firm with $17 billion under management, has selected Simcorp Dimension.