Brewin Dolphin Edinburgh chooses Teknometry

We are pleased to announce that given the success of delivering our Performance and Charity Fund Universe offerings to Brewin Dolphin, Teknometry have been to chosen to provide additional Performance Measurement and Attribution services to their wealth and investment management office, based in Edinburgh.

“Since 2013, we have had an existing relationship with Brewin Dolphin, so it is testimony to the continuing success of our provision to them that we have been chosen to provide further services to their Edinburgh Office.”

Phil Swann, Client Relationship Director, Teknometry

“We are excited to be working with Teknometry. As part of the learning process, we have been very pleased with the personal service we have received and in-depth help and support that has been on hand while we navigate the system. The capabilities of the system will help us to provide an enhanced level of data to our clients.”

John Moore, Divisional Director, Brewin Dolphin Edinburgh

Brewin Dolphin selects Teknometry for investment performance analysis

Teknometry, the on-demand performance analysis software provider for asset managers, investors and advisors, announces today that it has signed a contract with Brewin Dolphin to provide investment performance analysis for a number of its charity fund clients, as the leading wealth manager looks to expand its analytical capabilities.

Brewin Dolphin is one of the UK’s largest independently-owned investment managers. With £26 billion of assets under management, the firm has 39 offices throughout the United Kingdom and Channel Islands and offers a wide range of financial services.

“We had a requirement to replace some of our existing analytical tools and were looking for a solution that would allow us to expand the analysis we provide to charities as part of our service. Teknometry were able to migrate our data quickly and enable us to offer additional capabilities for our clients. We were impressed with the knowledge of the Teknometry team and the speed with which they had us up and running. The application is very easy to use and delivers a broad range of performance information.”

Ruth Murphy, Head of Charity Business Development at Brewin Dolphin

“We are very excited to be partnered with Brewin Dolphin, one of the UK’s leading wealth managers. Cloud solutions are now well established and we are seeing a lot of interest from investment managers who are looking for a performance and attribution solution. Resilience, scalability and security are key benefits of our system, but speed of deployment was also a key factor in Brewin Dolphin’s decision to select Teknometry.”

Mick Brant, Managing Director, Teknometry

About Brewin Dolphin

The Brewin Dolphin Group manages £28 billion of funds for over 130,000 private clients and of this over £20 billion is on a discretionary basis. BD has 39 offices throughout the UK and the Channel Islands.

Brewin Dolphin Limited (“BD”) is the principal operating company of Brewin Dolphin Holdings PLC. BD is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.

Established in 1762, Brewin Dolphin is one of the UK’s largest independently-owned private client wealth managers. The Group provides a wide-ranging investment management and financial planning service for private investors, charities and pension funds. Stocktrade is the Group’s Execution-Only telephone and on-line dealing division.

Royal London Asset Management selects Teknometry for investment performance analysis

Teknometry, the on-demand performance analysis software provider for asset managers, investors and advisors, announces today that it has signed a contract with Royal London Asset Management to provide investment performance analysis across its entire portfolio, as the leading UK asset manager seeks to expand its analytical capabilities.

Royal London Asset Management (RLAM), which has around £50bn of assets under management, has selected Teknometry’s new cloud-based service, offering performance, attribution and risk analysis. RLAM manages assets on behalf of a wide range of institutional and wholesale clients, as well as that of its parent company, Royal London Group (the UK’s largest mutual life and pensions company). Teknometry will provide the scalability to expand RLAM’s analytical capabilities in terms of volume and functionality.

“We have been taking steps to expand the reach whilst consolidating the number of our analytical tools. We chose Teknometry because of the flexibility of its solution and the experience of the team. Teknometry was able to integrate our existing data and workflows in a very short time frame, with very little procedural change. This made migration relatively pain free. Additionally, Teknometry’s development programme coincides with our strategy for expanding our analytical capabilities. The Teknometry operating model is a good fit with the way in which we acquire services across the business.”

Rakesh Kumar, Head of Collectives and Performance Measurement at RLAM

“We are very excited to have attracted a client of RLAM’s calibre. Leading asset managers are recognising the need for an affordable alternative to a locally installed performance system or hundreds of complex, and often cumbersome, spreadsheets.”

Mick Brant, Managing Director, Teknometry

About Royal London Asset Management

Royal London Asset Management (RLAM) was established in 1988 and specialises in providing investment management solutions for both the Royal London Group and a range of external institutions. These include listed companies, local authorities, universities, charities, wealth managers and financial advisers. RLAM manages £49.4 billion of assets and employs more than 50 experienced investment professionals in its London office (as at 28 February 2013). For further information, please visit www.rlam.co.uk.