The seminars are designed to provide an overview of how front office software solutions have an increasingly critical role to play in Private Wealth Management where family offices are under pressure to attract and retain more clients, improve investment performance and business efficiency, and above all to grow revenues and profit.
On the institutional investment side, the seminars will deal with the science of portfolio management and the role software can play in improving mandate compliance, investment performance, income forecasting and client reporting.
Speaking on the announcement of the seminars Paul Foll, Group Sales Director said: "We have developed our latest private wealth management and institutional investment solutions in recognition that both sectors are under increasing pressure to grow revenues and profits. The recent rise in the volume of high net worth investors, and their demands for improved client service is placing extra demand on Private Wealth Managers to improve the science behind investment management. We will show Private Wealth Managers how to achieve this through our software'.
'Within the institutional investment sector, fund managers are constantly looking for new and improved ways of improving the management of corporate portfolios. Our seminars have been put together to demonstrate how our software can make marked improvements in meeting corporate mandates and improving investment returns, whilst reducing volatility and incorporating new alternative asset classes'
'All seminars will offer a relaxed and informal environment where attendees can share their queries and problems on existing software matters'
The seminars will be held in all major UK cities starting with Birmingham on 15 June followed by dates in Jersey, Leeds, Glasgow, Edinburgh, Newcastle, Manchester, Isle of Man, Cardiff, Belfast, Dublin and Liverpool. All seminars will be held over a lunchtime buffet in convenient city centre venues and are free to those employed in the Private / Institutional Investment Sector.