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AWD Chase de Vere selects Standard Life platform 04/02/2013
AWD Chase de Vere, a UK firm of IFAs, has appointed Standard Life as its preferred platform provider for high net worth clients.

Private client news in brief 02/02/2013

Final withholding tax solution launched by Ellis Financial 29/01/2013
Ellis Financial has launched software to manage the calculation and reporting requirements between Switzerland and the UK, and between Switzerland and Austria.

Private Wealth: To blog or not to blog? 10/12/2012
Keith A Johnston, a director of Private Wealth Comms and former director of communications at STEP, gives some tips to wealth management professionals considering whether they should blog.

Commercial Trust Limited to use IPBS private banking and wealth management system 23/10/2012

CSC unveils global tax compliance software and consulting services 09/10/2012
CSC has unveiled new software and consulting services to help financial institutions comply with the US Foreign Account Tax Compliance Act (FATCA) and other global tax regulations. CSC GATE (Global Administration of Tax Enquiries) uses the Cordys Business Operations Platform to enable its scalable, enterprise tax compliance framework. Initially offered in Europe, it provides a cost-effective way to meet FATCA regulations and to rapidly adapt to future tax requirements.

UK accountancy firm launches app for clients 25/09/2012

UK law firm gives popular divorce website reboot 08/08/2012

Software firm launches new programme for IFAs and QROPS providers 31/07/2012
QTech Solutions, a specialist pension software provider, has made new additions to its suite of programmes for QROPS/QNUPS providers and IFAs.

Cofunds partners with major UK IFA firm 30/04/2012

 
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