| 1. Credit Suisse Offers Internet Trading of Structured Exotic FX Options | December 5, 2007 |
| 2. Credit Suisse Offers Electronic Execution in Japan | November 9, 2007 |
| 3. Wealth Managers Will Continue IT Spend - Research | October 26, 2007 |
| 4. Wealth Management Division Strengthened at Financial Objects | October 25, 2007 |
| 5. US Asset Manager to Develop New Advisor Platform | October 24, 2007 |
| 6. Credit Suisse Opens Research Centre in North Carolina | September 28, 2007 |
| 7. ABN Amro Launches Online Trading for UK Private Clients | September 19, 2007 |
| 8. Client Reporting Success Depends on Investment Management Systems - New Study | September 6, 2007 |
| 9. Deutsche Bank Integrates Trading Platform | September 5, 2007 |
| 10. Fidelity FundsNetwork Upgrades Online Functionality | August 16, 2007 |
| 11. JP Morgan Upgrades Investment Analysis Tools | August 16, 2007 |
| 12. Five Wall St Firms To Launch Trading Platform | August 15, 2007 |
| 13. Credit Suisse Extends Algorithmic Trading Business | August 14, 2007 |
| 14. SEI Launches Global Offering After Success at HSBC Private Bank | August 7, 2007 |
| 15. Australian Group Launches New Wealth Management Platform | July 30, 2007 |
| 16. Relationship Managers Drive Investment in Wealth IT | July 30, 2007 |
| 17. Raymond James Upgrades Portfolio Management Tools | July 12, 2007 |
| 18. New Round of Systems Evaluation at Citisoft | June 13, 2007 |
| 19. Mellon to Converge Wealth Systems | June 12, 2007 |
| 20. UK Private Client Broker Goes for Rhyme | May 18, 2007 |
| 21. US Bank PC Aggregation Service Goes Wireless | May 17, 2007 |
| 22. Bear Stearns Ramps up US Private Client Advisor Servicing | May 8, 2007 |
| 23. Barclays Wealth Signs With Reuters for Key Centres | April 26, 2007 |
| 24. Wealth Management Compliance Set for Major Growth – Report | April 26, 2007 |
| 25. Swiss Cantonal Banks Cut Costs By Sharing IT | April 23, 2007 |
| 26. Alternative Assets May Threaten Private Banks’ Profitability | March 15, 2007 |
| 27. Temenos Acquire for German Footprint | March 13, 2007 |
| 28. Rhyme Systems Launches New Client Reporting System | March 5, 2007 |
| 29. Thomson Financial Buys eXimius | February 19, 2007 |
| 30. Swiss Bank Software Company Recognised as Leaders | February 14, 2007 |
| 31. SEI Re-Locates Senior Executive for Asian Push | February 7, 2007 |
| 32. Web Version of Dow Jones Wealth Tool Launched | February 7, 2007 |
| 33. Nordea Choses eXimius | January 23, 2007 |
| 34. Andora Bank Goes Live With Odyssey | January 19, 2007 |
| 35. Lloyds TSB Choses Odyssey | January 16, 2007 |
| 36. New Risk/Return Tags for US Mutual Funds | January 9, 2007 |
| 37. Pictet Introduces Biometrics to New HQ | January 2, 2007 |
| 38. Asia Pacific Fund Management Rises to the Technology Challenge | December 19, 2006 |
| 39. Fund Reconciliation Easier After Operators Merge Says APCIMS | December 12, 2006 |
| 40. Odyssey Appoints Asia Pac and Middle East Operations Director | December 6, 2006 |
| 41. Swiss and Indian IT Providers Form Wealth Management Alliance | November 6, 2006 |
| 42. New Owner for Rhyme Systems | October 24, 2006 |
| 43. Financial IT Firm Appoints Marketing Director | September 29, 2006 |
| 44. Close Private Asset Management Choses Pulse | September 22, 2006 |
| 45. Asian Private Banking Business Opts for Odyssey | September 1, 2006 |
| 46. Hedge Fund IT Spend Set to Rocket - Report | September 1, 2006 |
| 47. Fidelity and Sungard Create Wealth Management Platform | August 2, 2006 |
| 48. Barclays Launches Online System for IFAs | July 28, 2006 |
| 49. UBS Chooses Misys for Asia | July 25, 2006 |
| 50. Gobal IT Services Group Link Up With Swiss Private Banking Software Provider | July 25, 2006 |
| 51. Thomson Financial Launches Single Desktop For European Wealth Managers | July 17, 2006 |
| 52. HSBC Private Bank Signs Deal with SEI | July 11, 2006 |
| 53. How Secure is our Wealth? - Security Issues for The Financial Sector | July 7, 2006 |
| 54. Jo Hambro Investment Goes Live With SunGard | July 5, 2006 |
| 55. Wealth Management IT Companies Form Global Alliance | June 28, 2006 |
| 56. Equities Platform Expanded for Exchange-Traded Derivatives | June 20, 2006 |
| 57. The Changing Reporting Landscape | June 2, 2006 |
| 58. UK Asset Manager Chooses Financial Objects | May 10, 2006 |
| 59. Microgen Launch New Wealth Management Product | April 28, 2006 |
| 60. Private Equity Giant Buys into Wealth Management IT Specialist | April 26, 2006 |
| 61. More Consolidation in the US Wealth Management Technology Market | April 17, 2006 |
| 62. Julius Baer Appoints New Senior Manager from Credit Suisse | March 7, 2006 |
| 63. UK Investment Group Appoints COO | January 4, 2006 |
| 64. IT Group Signs up European Private Bank Clients | January 4, 2006 |
| 65. Swissrisk Founder Strikes Out Alone | December 29, 2005 |
| 66. Microsoft Launches Wealth Management Product | December 21, 2005 |
| 67. Odyssey Acquires Reuters Portfolio Management Product | December 1, 2005 |
| 68. First Russian Client For Odyssey | November 30, 2005 |
| 69. Russian Billionaire Accused of Laundering Through Israeli Bank | November 29, 2005 |
| 70. Citisoft Opens LA Office, Targets Wealth Management | November 21, 2005 |
| 71. JP Morgan Taps Citigroup for Private Bank/Client Units | November 18, 2005 |
| 72. Wealth Manager Goes Down the E-Learning Route | October 20, 2005 |
| 73. Dow Jones Launches New Wealth Manager Tool | September 28, 2005 |
| 74. UK Investment Consultancy Launches New Consulting Practice | September 16, 2005 |
| 75. Swiss Private Banks Accelerate Back-Office Staff Cuts | September 5, 2005 |
| 76. UK IFAs Seek Closer Relationships with Clients | August 23, 2005 |
| 77. UBS Change Hardware Provider in Search for Efficiencies | August 18, 2005 |
| 78. Wealth Management Internet Company Seeks India's Millionaires | August 17, 2005 |
| 79. Citisoft's Craddock Talks to WealthBriefing About the Future for Outsourcing and Regulation | August 16, 2005 |
| 80. Good News as North American Tie Up For Wealth Management Software Providers | August 12, 2005 |
| 81. Swiss Bank in Chicago Tie-Up | August 3, 2005 |
| 82. MiFID: Impacts On The Wealth Management Community | July 27, 2005 |
| 83. Major Financial Software Providers Announce Strategic Alliance | June 28, 2005 |
| 84. SG Hambros Extends Olympic System | June 23, 2005 |
| 85. Monaco Private Bank Updates IT Systems | June 21, 2005 |
| 86. UK News: Wealth Management Software Launched | June 20, 2005 |
| 87. Julius Baer Loses Private Client Data | June 16, 2005 |
| 88. Banca del Gottardo to Outsource Back-Office Services | June 2, 2005 |
| 89. Odyssey Customer Satisfaction Increases | April 8, 2005 |
| 90. Wealth Management Software Company Sold | April 4, 2005 |
| 91. PCM comment: message to CEOs — technology can add value, fast | March 11, 2005 |
| 92. Opinion Memo to Business: Get a Clue | March 10, 2005 |
| 93. SEI Launches Product For “New Dynamic Wealthy Customer” | March 2, 2005 |
| 94. J O Hambro Selects BISYS | March 2, 2005 |
| 95. Odyssey Wins Swiss Private Banking Client | February 22, 2005 |
| 96. Merrill to Upgrade Comms in US | February 10, 2005 |
| 97. Hoare & Co is the Most Modern | February 9, 2005 |
| 98. UBS hires Searchspace as its software provider | January 30, 2005 |
| 99. Set to roll: CAI private banking operations implement new AML software | January 30, 2005 |
| 100. MorganOnline Targets HNWs | January 29, 2005 |
| 101. Credit Suisse denies it has abandoned UK online banking venture | January 29, 2005 |
| 102. Anti-Money Laundering Software - the Build or Buy Dilemma | January 29, 2005 |
| 103. The Rise of Multi-Channel Unified Relationship Management | January 29, 2005 |
