|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
> Strategic partnership with HCL
> Bank of Valletta cuts over to Prospero
> Business case Merrill Lynch / SAGE SA
> PWM, Professional Wealth Management
> Thales HBT, business case
How well is the wealth management sector servicing the needs of high net worth investors? Cap Gemini Ernst & Young provides some answers with the results of three surveys focusing on the use of technology, customer relationship management and financial planning tools. Adam Courtenay reports.
Cap Gemini Ernst & Young invited 14 systems providers to answer its questionnaire and 11 responded. The 42-page questionnaire requested information on the global nature of the system (including multi-currency, multi-lingual, multi-channel and multi-company facilities), the system's target makets and the average time it takes to implement the system, from request for proposal th the finished package. Flexibility and scalability were important criteria. The various systems' ability to manage portfolio took up a large part of the questionnaire, including the systems' ability to store information related to equities, equity-related instruments, bonds and foreign exchange.
SAGE (Prospero) was one of the systems vendors which were surveyed.