News and Events
JHC to Host “Future of Wealth Management” Seminar
30th September 2009
Figaro Wealth Management Seminar
City of London Club, 19 Old Broad Street, EC2N 1DS
The world of wealth management has not gone untouched by the global banking upheaval. AUM’s have dropped; trading volume is down, and clients’ return on investment is negative. This is not the time to think about investing in a new system to support your business.
Or is it?
On the one hand the revenue line is being hit, but many systems have a fixed recurring cost which was struck when times were good.
This cost is affecting your profitability
The cost of supporting separate back office, trading, CRM, Web site, risk and Portfolio Management systems was acceptable in the boom times, but now the revenue is not coming in to justify the complexity and cost of a distributed solution.
FIGARO from JHC is the solution.
FIGARO is a fully integrated Front to Back Office solution for Wealth Management incorporating Back Office Custody and Settlement, Portfolio Management, CRM, Risk Management and Client Web. FIGARO has been used by clients both in house and outsourced for over 20 years. Figaro is based on a variable cost model so you are less exposed to the consequences of a reduction in revenue.
Please click FIGAROWealth 30 Sept to download the presentation from John Blackman.
AGENDA
10am Registration & Coffee
10.30am Introductions
10.45am “How satisfied are Wealth Managers?” The results of a Compeer survey into the attitudes of Wealth Managers to their current business infrastructure.
Mike Levy, Compeer
11.30 am FIGARO Wealth- Market leading functionality based on a fully integrated solution using a variable cost model.
John Blackman, Managing Partner, JHC
12 noon The Launch of a new Wealth Management Firm
Peter Brooker, Vestra Wealth
12.20 The answer is FIGARO, how would you like it delivered? – The outsourced solution.
Nigel Reynolds, OMX Securities Services.
12.50 Closing Comments
Steve D’Souza, Sales & Marketing FIGARO.
1.15 LUNCH
