The new business, which is aiming to build upon RCBIMâs excellent track record in portfolio management for charities and pension funds, will focus on collective funds and mixed portfolios of funds and direct equities for its larger clients.
Alan Beaney, Investment Director at RCBIM, explained the reasons behind RCBIMâs decision to implement the Pulse system:
âA critical element in setting up our new discretionary business was the selection of the right systems. We needed a solution that would fully support our approach to investment management whilst also being able to take care of our client reporting and settlement operations. Pulse was able to tick all of the boxes for us and we took additional comfort from the fact that they have a large client base of investment companies within our peer group.â
Paul Mepham, Sales Director at Pulse, commented: âWe are naturally delighted that RCBIM has chosen Pulse to support their investment and settlement requirements.
The market space that we operate in is becoming ever more competitive but our continuing success in winning new business clearly demonstrates the value of taking full advantage of modern technologies whilst maintaining a strong focus on our key areas of expertise.â