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UK’s Distribution Technology Integrates With Boutique

Stephen Little Reporter London 15 July 2014

UK’s Distribution Technology Integrates With Boutique

Risk profiling and wealth management technology firm Distribution Technology has integrated with boutique wealth management firm Berry Asset Management.

Risk profiling and wealth management technology firm Distribution Technology has integrated with boutique wealth management firm Berry Asset Management.

Distribution Technology said in a statement that the integration will increase the range of services available to its clients and help to drive a new wave of investors to Berry’s asset management proposition.

The integration means electronic valuations for Berry’s products are now available through Distribution Technology’s Dynamic Planner risk profiling tool.

In April, Distribution Technology appointed Kevin Bull as director of asset management clients from SEI, where he was a director responsible for working with key accounts in relation to SEI Goals Based Investment Solutions.

Founded in 2003, Distribution Technology serves more than 200 intermediary firms.

Berry Asset Management was established in 1981 and is a majority-owned subsidiary of Bordier & Cie, the Geneva-based private banking group.

Bordier & Cie said earlier this year that Berry Asset Management will evolve as the UK-facing division and cater for existing clients, with a multi-disciplinary team to be recruited for a new division, which will cater for the needs of resident non-domiciled and international clients.

Berry is awaiting necessary regulatory approvals but the firm hopes to open its doors for business in the autumn under the leadership of its current chief executive officer Jamie MacLeod.

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