JHC PLC - Systems and Outsourcing for the Securities Industry | Wealth Management Seminar Presentations
Wealth Management Seminar Presentations
Following on from our Wealth Management Seminar several attendees have requested copies of the presentations from the day. Please click on the title of the presentation to access it or follow the link to the company websites.
“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 Management Information 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
For further information – sales@jhc.co.uk
Click here to download a copy of our Wealth Management flyer.
Affiliates and Partners
