View more on these topics

Financial Objects wins Sand Aire contract

Software supplier Financial Objects has been assigned to implement its wealth
management software with Sand Aire, the UK-based multi-client family office.

Sand Aire specialises in strategic wealth management for families, trusts and charities.

Activebank Wealth Manager will be used by Sand Aire to enhance its portfolio
management and client reporting capabilities and should help enhance its future development.

Financial Objects wealth management division managing director Gary Linieres says: “We are delighted to announce this deal which was won due to our industry
expertise, leading software and proven track record. We look forward to working with Sand Aire and providing them with our high quality service.”

Sand Aire director, wealth management Paul Reynolds says: “Having a robust but flexible system is essential to meet the needs of our clients. We believe that Financial Objects can deliver this and add to our unique client proposition.”


Competition between CII and IFP is healthy sign

I am not sure that Phil McGovern is being entirely fair (MM, October 4) to Julie Lord in respect of her recent article about certified and chartered financial planner status. I actually don’t think it is a competition between the CII and IFP as far as these exams are concerned. In fact, quite the opposite […]

Rowley to run M&G property

M&G has passed on the management of its £1.3bn property portfolio to Fiona Rowley, with current manager John Cartwright becoming deputy.Rowley has been deputy manager on the fund since launch in November 2005 but has slowly taken over day-to-day management of the fund.She has spent 13 years with M&G, initially joining the Prupim team in […]

Positive thoughts

A look at the opportunities that await those with foresight and planning

The rules of attraction

As demand continues to outstrip supply, a strategy for hiring staff is crucial


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm