Press

Jul 12

Fusion Wealth First To Employ SEI’s New Web Services

LONDON, 12 July 2012- Fusion Wealth, the bespoke technology solutions provider for wealth managers and IFAs, announced today that the company has completed the next steps in their integration with SEI’s (NASDAQ: SEIC) Global Wealth Services via the newly developed Web Services. Fusion is the first of SEI’s Global Wealth read more »

Jul 10

Fusion Wealth partners with Winterflood Business Services for outsourced dealing

Fusion Wealth, the bespoke technology solutions provider for wealth managers and IFAs, has partnered with Winterflood Business Services (WBS) to provide outsourced dealing services. This new partnership will allow Fusion’s clients the ability to invest in an unconstrained investment universe, across multiple markets and market makers in an efficient and read more »

Jan 31

Royal London 360° has agreed a wrap partnership with Fusion Wealth, a UK-based platform, bringing to six the number of platforms with which it has such deals.

The Fusion Wealth Offshore Bond will permit financial advisers to manage their clients’ investments online, while at the same time enabling the clients to benefit from the bond’s tax-efficient structure, Royal London 360° said. Clients also stand to benefit from Royal London 360°’s technical expertise, range of investment products, “international read more »

Sep 19

Fusion Wealth Goes Live With SEI Global Wealth Services

LONDON, 19 Sept. 2011 – SEI (NASDAQ: SEIC) today announced that Fusion Wealth has gone live with the company’s Global Wealth Services (GWS) solution. Through GWS, SEI will provide Fusion Wealth with investment processing, order management, settlement, and core custody services. Fusion Wealth originally entered into discussions with SEI over read more »