Clariden Leu picks Advent Software solutions

Clariden Leu, a UK boutique wealth manager, has picked Advent Software solutions such as Portfolio Exchange, Moxy and Rules Manager to handle its portfolio management trade order management and compliance requirements.

Clariden Leu aims for the ultra high net worth market, and previously relied on its parent company for IT infrastructure.

A corporate restructuring left it looking for another system, and one that required implementation within a realatively short time.

Nick McCall, chief operations officer at Clariden Leu, said: “Our company had always focused on asset management and outsourced technical responsibilities to our parent company’s IT department. Since this outsourcing model had been successful for several years, we decided to continue outsourcing our IT needs.”

 

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