A Review of Core Systems for Trust Administration & Corporate Services
A 2019 review of leading information management systems serving offshore wealth management firms Updated on 25 March 2019, following Microgen demerger announcement. If you are a regular reader of my content, you will be aware that my main area of focus is offshore trust administration and corporate services (TA&CS). I often get asked, which is […]
WealthWorks+ A New Wealth Management System
WealthWorks+ is being launched next month in the Channel Islands. It is described as “a brand new platform for private client professionals, built using the latest in responsive web technology”. Ever since Microgen Financial Systems started to buy up its smaller competitors, I’ve been arguing that there is a gap in the wealth systems market; […]
Where are you on your Digital Transformation journey?
What is Digital Transformation? The term Digital Transformation is used all over the place these days, with little agreement on what the term actually means. In this post I will describe what I believe the term covers. I will also describe the phases an organisation must go through on their transformation journey. Originally, digital transformation […]
How Safe is Your Data?
With cyber security hitting the headlines almost daily, many organisations are rightly concerned about the vulnerability of their data and are devoting serious time and resources to protecting this vital business asset. Traditional security methods have focused on improving the boundary defences of the organisation; aiming to prevent undesirable penetration of the network and to […]
Is Your Business Ready for the New Professional?
Change is happening within our businesses. We know it has been going on for some time, but it can be difficult to pin down. Technology is always changing but this time it is different. Professionals are getting fed up with some of the tools and processes being made available to them. Instead of complaining they […]
NEWS: Jobstream Group announces partnership with BDO Solutions in Mauritius
Over the last few months I have been working with one of my clients, Jobstream Group, to develop a partnership in Mauritius. Jobstream Group are a UK based software company specialising in the offshore financial services sector, particularly trust administration and corporate services providers. I recognised an opportunity for Jobstream in Mauritius and over the last 6 months […]
Regulatory Change – Clearing the Fog & Considering Conduct
I’m pleased to promote my Colleague, Rachel Whitehouse from The Lamberhurst Corporation, who has written this article on the subject of regulatory change in the financial services industry. by: Rachel Whitehouse, MBA (Cantab.), MA (Oxon.), FIC (Fellow Institute of Consulting) Change is underway in the financial services industry in response to pressure from the regulators […]
