The firm has revealed plans to offer a low-cost, remote independent advice proposition to clients, delivered via Skype and other online tools.
Looking forward, there is no sign of respite. Indeed, the pace of change is only likely to quicken, particularly in response to the growing desire for harmonisation of regulations across Europe, courtesy of The European Securities and Markets Authority.
BROADSTONE, formerly known as BDO Investment Management, offers pension advice and investment solutions to private clients and companies through highly-qualified advisers in offices across the UK.
He has been with the company since 1994, most recently in the position of president, a role he will retain when he takes over as CEO.
CoreOne's ability to acquire proprietary capital markets platforms and re-purpose them into trusted industry solutions has uniquely positioned it across key franchise business activities such as equity finance, prime brokerage, funds administration,
Though BCV was already using SmartStream's TLM Corona solution for its cash and securities reconciliations and exception management, some of the bank's more complex reconciliations were being managed either semi-manually or on legacy systems.