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Press Releases from Dion Global (2 total)

Meridian Asset Management (C.I.) Ltd Selects the Dion Global Solutions Wealth In …

10th September 2018 (UK): Dion Global Solutions (Dion | BSE: 526927), the leading supplier of modular Wealth Management solutions in the U.K., announced that Meridian Asset Management (C.I.) Ltd, an independent asset manager based in Jersey, has selected its Wealth Intelligence (WIN) platform for their core Investment Management and Asset Administration activities. Having launched their Wealth Intelligence platform of modular solutions in March 2018, Dion Global is pleased to announce

Wealth Management Challenges: Client Retention in the Digital Age

There is a growing awareness in wealth management circles concerning the need for wealth managers and financial advisors to preserve the investment assets that they currently manage, as they are passed to the next generation. Obviously, some of those assets will shift into pension drawdown plans to cover day-to-day living expenses, but there will remain a sizeable proportion of estates (particularly among high net worth individuals) that will be handed

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