News, Comment & Analysis results for Citisoft

Client Affairs
26 February 2015

EXCLUSIVE GUEST COMMENT: Changing The Client Reporting Service Model

The author of this item examines changes that are, or which need to be made, to client reporting...

Technology
29 September 2014

EXCLUSIVE COMMENT: Where Disruptive Technologies Are Game-Changers For Wealth Managers

The wealth management industry must see the emergence of more disruptive technologies, innovations...

Asset Management
18 June 2014

Citisoft Launches Service For Asset Managers Halting Outsourcing Deals

Citigroup[/tag], an investment management consulting firm, has announced an exit strategy and...

Technology
29 April 2014

GUEST ARTICLE: In Search Of A Truly Vibrant Software Market For Asset Management

A question for asset management firms: when was the last time you saw an exciting, truly innovative...

Strategy
24 March 2014

WHAT THE CONSULTANTS SAY: Citisoft On "Creating A Secure Shadow" In Outsourcing

In this article, Steve Young, chief executive of Citisoft, and his colleagues, examine the issue of...

People Moves
3 September 2012

EXCLUSIVE: Former Citisoft Senior Managers Start New Consultancy

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Technology
29 June 2012

Expert View: Client Data Management, System Integration And The New Wealth Industry

One result of regulatory changes has been a rising tide of concern among wealth managers with...

People Moves
20 April 2012

Global Investment Management Consultancy Makes Raft Of Appointments

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People Moves
3 August 2011

Citisoft Names New Director

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Technology
3 August 2011

Citisoft Names New Director

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Comment & Analysis results for Citisoft

Strategy
9 February 2017

GUEST ARTICLE: Making Innovation In Wealth Management A Reality

This article from the consultancy Citisoft considers the digital channels and tools wealth managers...

Banking Crisis
15 December 2015

GUEST ARTICLE: Europe's Solvency II Regime - A Legal Perspective

The heavy-weight set of European insurance regulations known as Solvency II will soon be active....

WM Market Reports
3 December 2015

GUEST COMMENT: Glimmer Of New Money For UK's Wealth Managers

Earlier this year the UK witnessed a significant change to rules about pensions investment, said to...

Technology
2 June 2006

The Changing Reporting Landscape

For the investment manager, the nature of the reporting landscape is changing. Manual reporting...

Compliance
13 January 2006

MiFID: Will the Wealth Management Community be Ready?

The answer of course, is that there is no choice but to be ready – MiFID is a mandatory...

Technology
19 August 2005

Citisoft's Craddock Talks to WealthBriefing About the Future for Outsourcing and Regulation

Neil Craddock, recently appointed Head of Wealth Management at consulting-firm Citisoft, talks to...

Technology
27 July 2005

MiFID: Impacts On The Wealth Management Community

The Markets in Financial Instruments Directive (MiFID) has been described as “an elephant in the...