Jersey-based independent asset manager Meridian Asset Management has gone live with Dion Global Solution’s Wealth Intelligence (WIN) platform for their core Investment Management and Asset Administration activities.
Dion Global Solutions, a leading supplier of modular Wealth Management solutions in the U.K., has launched the platform of modular solutions in March 2018 to improve the activities of stockbrokers and asset managers in the UK, Ireland, and the Channel Islands.
Hosted on Amazon Web Services (AWS), the Wealth Intelligence platform is a modular, data source agnostic solution providing a great deal of flexibility to user firms.
Kean Williams, Managing Director, Wealth & Post Trade solutions at Dion Global, commented:
“The Wealth Intelligence Platform is designed to allow firms to pick and choose any functionality from our entire suite and seamlessly integrate it within their own ecosystem, in this case with BNP Paribas Securities Services S.C.A, Jersey branch. We are delighted to be selected by Meridian and welcome them to our growing user base. Meridian will benefit from our hosted platform giving them a worry-free service joining a number of other Dion Global clients. We pride ourselves on being a people business with long-standing partnerships with our clients, so it was pleasing to hear that this was an important part of the selection decision by Meridian”.
The platform will assist Meridian with investment decisions, dealing and a range of custody associated services in conjunction with their global custodian BNP Paribas Securities Services S.C.A, Jersey branch. Dion’s software will use its standard APIs to interface directly with Meridian’s custodian to support the asset manager’s book-keeping.
David Mashiter, Managing Director at Meridian Asset Management (C.I.), said:
“We reviewed a number of UK based vendors before making our decision to select Dion Global. What became clear during this process was that Dion had a full range of functionality that we needed and, importantly, their people appeared to understand our business and have a lot of experience in working with similar firms to ourselves. This is important to us as we are a people business and trust is key to everything we do. We felt that the Dion team mirrored our values”.
Dion Global was founded years ago in India to provide solutions to the capital markets and financial services industry across Europe, UK, Australia, and APAC.