Susie Allen, a member of the Figaro Testing Team based in Newcastle, recently came joint top nationally in the IAQ Private Client Administration exam. Read More
News and Events
JHC Run to Raise Funds for Pakistan Flood Victims
JHC entered a team in the Birmingham half-marathon to raise funds for those affected by the floods in Pakistan. Everybody completed the course and with over £2000 pledged so far, it marks a great effort by all those taking part.
From left to right: Neil Delmer, Lucy Campbell, Bill Johnson, David Duffy, Chris White, Steve Grindle, Tom Hutchinson and Andrew Sears. Donations can still be made at http://www.justgiving.com/JHC-Runs-Brum
Trends in Wealth Management Seminar
APCIMS 22 City Road, Finsbury Square, London. EC1Y 2AJ 14th October 2010
The world of Wealth Management has never been under such pressure as it is now. Whereas in the past, trusted Wealth Managers were the first, and in many cases the only point of call for the High Net worth individual, today there is access to advice together with the ability to manage investments directly from multiple sources.
Our Guest Speaker Michael Maslinski, a renowned commentator on the Wealth Management industry addresses these issues in his keynote speech “Wealth Management is not Portfolio Management”. In it he will explore the trends in the marketplace including a more broadly based approach to risk, and how to get clients more involved in their own affairs.
The event will also explore some possible solutions to these dilemmas. What are the costs of providing financial planning & advice? Is that advice up to date & accurate? Can I provide trade in a timely manner? How does my client want information delivered? What is the risk?
JHC, through our Partners programme and FIGARO can provide Wealth Managers with the most comprehensive solution to address those issues. We would welcome your participation in our discussion with your peers and to join us for lunch and some drinks afterwards
AGENDA
9.45 am Registration & Coffee
“Wealth Management is not Portfolio Management”- Michael Maslinski
A Problem Shared is a Problem Halved, Profitable Post RDR Operating Models – Ben Goss, Distribution Technology (Financial Planning)
Regulatory Development for Risk Management -Bob Cumberbatch, Interactive Data (Prices and Research)
Getting it Right: Delivery of Wealth ManagementInformation and Services – Tim Wilson, HITEC (Document Management)
Risk? Which risk? – Daryl Roxburgh, Bita Risk (Risk Modelling)
FIGARO Wealth – Market leading functionality providing the most comprehensive solution. – Steve D’Souza and Mark Young
12.30 pm Closing Comments
Lunch & Drinks
RSVP- sales@jhc.co.uk
Click here to download a copy of our Wealth Management flyer.
A Problem Shared is a Problem Halved –
Profitable Post RDR Operating Models
Profitable Post RDR Operating Models
Focus on FigaroWEB
Figaro’s web platform, FigaroWEB is an internet application framework that allows Figaro users to provide a branded online platform for end-clients and fund managers.
FigaroWEB incorporates Read More
Figaro – Quality First
Figaro, the leading software application for Stockbrokers and Fund Managers, is one of the most comprehensive systems in the marketplace. Such a complex solution places extraordinary demands on the testing and quality process. Read More
Figaro Wealth Management Seminar
In a key event for the year, JHC are pleased to hold a seminar to showcase the current issues in Wealth Management. This will be held at Conference Centre, City Road, Finsbury Square, London at 9.30 on the 14th October 2010.
This year we are pleased to have as our Guest Speaker Michael Maslinski, a renowned commentator on the Wealth Management industry whose consultancy were named the consultancy with the best understanding of the industry recently. His Keynote speech will be “ Wealth Management is not Portfolio Management” which explores the trends in the marketplace including a more broadly based approach to risk, and how to get clients more involved in their own affairs.
FIGARO has also invited our partner community to highlight the trends they see in the market place. These include suppliers of Risk Management, Document Management, Distribution Technology and Market Data.
We would very much like you to join us – please email sales@jhc.co.uk to express your interest.
JHC Successful at Systems In The City
At the prestigious Systems in the City 2010 event in front of Stockbrokers, Fund Managers and Investment Bankers on board HQS Wellington, Stephen Pinner, the Managing Director of Goodacre UK, announced this year’s winners of the Systems in the City Awards.
JHC’s Figaro was the winner of “Best Retail Settlement System” for the second year running as well as picking up the award for “Most Cost Effective System”. John Motson, the celebrated football commentator, presented Managing Director, John Blackman with the awards.
“This is great recognition of the continued success of Figaro and the high regard in which it is held by our users. Everyone at JHC works very hard to ensure that our clients get the most from our systems and to win these awards is testament to the effort that they have put in this year” said John Blackman
A Paperless Office for Vestra Wealth.
Using FIGARO fully integrated with Invu’s document and information management and storage system means Vestra Wealth does not waste money on extra staff and storage space. Read More
Charles Stanley licence BITA Monitor, as integrated with JHC’s FIGARO platform
BITA Risk and JHC partner to provide ‘measurement-against-mandate’ portfolio analytics to Charles Stanley.
London, March 15 2010 – BITA Risk Solutions, providers of investment portfolio risk analysis tools, today announced a commercial partner agreement with JHC LLP for the integration of its BITA Monitor product into Read More
