BRT – NEWS RELEASE – GOODACRE – GOODACCREDITATED STANDARD 2016

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BRT, one of Switzerland’s foremost providers of operational and technical solutions to financial institutions, announced that it has been awarded the GoodAccreditation Standard for 2016.

The accreditation comes from Goodacre UK, a leading specialist business and technology consultancy firm working exclusively with regulated companies and suppliers in the Financial Services sector. Goodacre UK is an accredited training provider of the Chartered Institute of Securities and Investment (CISI) Continuing Professional Development (CPD) Scheme.

Please see the attached PDF for more information…

Press Release – BRT S.A. shortlisted for the WealthBriefing European Awards 2016

BRT has been shortlisted for the WealthBriefing European Awards 2016 in the “Wealth Management Technology – Innovative Client Solution” category for its next generation private banking mobile interface, Fortress.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2015’.

Winners will be announced at a gala awards dinner which will be held in London on 19 May at The Guildhall.

Please see the attached PDF for more information

Press Release – BRT S.A. shortlisted for the WealthBriefing Swiss Awards 2016

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BRT has been shortlisted for the WealthBriefing Swiss Awards 2016 in the “ Wealth Management Technology – Innovative Client Solution” category for its next generation private banking mobile interface, Fortress.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2015’.

Winners will be announced at a gala awards dinner which will be held in Geneva on 18 February 2016 at the Hotel President Wilson.

Please see the attached PDF for more information…

The Future Of Family Offices: Navigating Choppy Waters

Bloomberg March 3, 2015

The rush to meet the terms of the ever-evolving regulatory compliance landscape continues to transform the wealth management sector. Indeed family offices, seeking better oversight of their assets, are causing a monumental shift in the consolidated reporting outsourcing industry as it shifts towards more effective risk management.

Until recently, consolidated global asset reporting was achieved manually on Excel spreadsheets by much of the industry. However new legal compliance measures are steering family offices towards sophisticated infrastructure which is better suited to aggregating larger and more complex volumes of data.

Greater outsourcing demand from family offices unable to build their own in-house infrastructure has heralded the rise of both independent infrastructure providers and wealth management firms providing client-facing tools, says Bertrand Giger, managing partner at Bedrock RealTime (BRT), a Swiss asset management outsourcing firm and part of wealth management group Bedrock.

The complexity of the task of consolidated reporting can ultimately be traced back to the global economic crisis

For instance, BRT has seen a considerable rise in requests for consolidated financial reporting outsourcing contracts in Switzerland, where new reporting requirements under the Swiss Financial Market Supervisory Authority (FINMA) has caused a growth in the use of external portfolio management solutions, according to Mr Giger.

BRT’s pool of clients – ranging from individuals with 15 million Swiss Francs spread across four different custodians, to wealth management firms with assets totalling more than 2 billon Swiss Francs – benefit from its customised reporting infrastructure, as well as its suite of back and middle office platforms for other operational tasks, says Mr Giger.

Moreover as new market regulation increases consolidation within the wealth management industry, the trend in small independent asset managers regrouping or merging with other firms to stay afloat will lead larger entities to experience an even greater need for a centralized overview of their total assets.

Press release: WealthBriefing Swiss Awards 2015

NEWS RELEASE                                                                                                                                               March 2015 

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BRT CROWNED BEST OUTSOURCING SOLUTION AT THE WEALTHBRIEFING SWISS
AWARDS 2015 

BRT, one of Switzerland’s foremost provider of operational and technical solutions to financial institutions, was last night crowned ‘Best Outsourcing Solution’ at the 2nd WealthBriefing Swiss Awards.  The glittering awards dinner was held at the Hotel President Wilson, Geneva.

This title is awarded by the Group Editor of WealthBriefing in recognition of the firm he feels has demonstrated market leading capabilities, as well as the best product and service on offer in the outsourcing space. BRT are proud to have been recognised for our achievements and look forward to building upon them in the future.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2014’.

Commenting on the firm’s triumph, Tim Orme, Head of UK, BRT said: “We are delighted to have been voted the winner of this prestigious award by so many of the industry’s great and good.  It is a great honour to be recognised in these awards, and testament to the hard work that the team have put in over the last 12 months”.

ClearView Financial Media’s CEO, and Publisher of WealthBriefing,  Stephen Harris, was first to extend his congratulations to all the winners.  He said: “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations.  These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.

- ENDS -

 

 

For media enquiries, journalists should contact:

London Office:                                                 Geneva Office:

Tim Orme                                                         Marc Imhoff 

Head of UK                                                       PR, Marketing & Sales

BRT SA                                                              BRT SA

+44 207 518 2056                                           +41 22 999 90 90

NOTES TO EDITORS

 

1. About Winning Company

Founded in 2004 as the IT and operations division of a rapidly expanding Asset Manager, BRT is now one of the most innovative, independent providers of Middle and Back Office support to Asset Managers, Trust Companies, Private Banks, Family Offices and Alternative Investment Managers. Characterised by the unique ability to manage both technical and operational challenges, our hands-on industry experience sets us apart from other providers.

Our highly professional and experienced team now services over CHF 20 billion of assets for leading financial services firms; all flagship names in their respective sectors. We enhance our clients’ businesses by adding real value, strength and depth to their operations.

2. About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community.  London-based, but with a truly global focus, ClearView publishes the Familiy Wealth Report group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in London, Singapore, Switzerland, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.