TrustQuay Future Focus Report

TrustQuay, the leading provider of technology systems to the trust, corporate services and alternative fund market, has released its latest Future Focus Report. This reveals that while firms believe that digitalisation, automation and innovation should make them more competitive and more valuable, it appears that the industry is struggling to move forward to reap the […]

MBS Receives Accreditation for Information Security

Computer screen clicking on security

Solitaire Consulting’s partner, MBS has received the ISO 27001 accreditation for information security.  ISO 27001 is the international standard that lays out the specifications for implementing an information security management system (ISMS).  It is relevant for all businesses and addresses the security of information held by an organization in whatever form it is held.  It […]

Software Guide for Trust & Corporate Services Providers

White Paper - Trust Software Guide

Today, Solitaire Consulting launches a new White Paper, focused on the technology market serving international Trust & Corporate Services Providers. The White Paper is written by Paul Every, owner and principal consultant of Solitaire Consulting. This comprehensive document features over 20 core systems from TrustQuay to Viewpoint and Aviita to Wealtheeze. Systems are grouped by […]

Increasing consolidation will lead to rapid digitalisation

TrustQuay homepage

A new survey from TrustQuay finds: 81% say the industry is undergoing unprecedented change 59% think industry consolidation will increase over the next 2 years 3 out of 4 believe the industry is polarising between global players and market consolidators, and niche specialists in a particular area 9 out of 10 think firms need to […]

TrustQuay 5Series now includes Laserfiche integration

Someone typing on a laptop with faint graph lines over the top

The latest release of TrustQuay 5Series, version 4.98, was launched in May 2020. It includes a combination of new functionality, incremental improvements and fixes. Most notable is the integration with Laserfiche, the enterprise content management system and new functions to support regulatory compliance. Note: TrustQuay is the new name of the combined businesses of Microgen […]

A Review of Core Systems for Trust Administration & Corporate Services

Cityscape skyline

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 […]

Outsourcing – opportunity or threat?

This article will examine the case for outsourcing in the specific context of smaller markets such as the International Financial Centres (IFCs) in the Channel Islands, Switzerland and Caribbean.  These centres are characterised by a high cost of doing business, limited pools of skilled labour, restrictive employment legislation and a stringent regulatory environment.  All these […]

What Could you do with a 40% Increase in Efficiency?

Arrows in the middle of a target

Solitaire Consulting is delighted to have been asked, once again, by Manx Business Solutions to speak at one of their technology seminars.  This time the event is being held at the Sefton Hotel, in the Isle of Man on Thursday 19th March 2015. Following their recent award for technology solutions that enabled clients achieve a 40% increase in […]

Trust Industry Technology Seminar – a new breed of trust company

Over the last couple of weeks I have had the pleasure to present to over 70 trust industry professionals in Guernsey, Jersey and the Isle of Man. The seminars introduced the concepts of The Agile Trust Company and 2nd Generation Trust Software. Agile Trust Companies are those that are able to provide excellent customer service, […]