Blog

Microgen and Touchstone logos on a skyline

Microgen & Touchstone complete merger

09/02/2020

Microgen Financial Services and Touchstone Wealth Management announce the completion of their merger. This follows full clearance from all relevant authorities. The deal was first

Managing the Collaboration Dilemma

19/01/2020

Using document collaboration tools and secure web portals to enable collaboration without compromising security. All businesses need to be able to collaborate effectively with employees,

Review: CRS Audit Assessment Event

02/01/2020

In this post I am reviewing a recent event on CRS Audit Assessment, held in Guernsey to mark the launch of the partnership between Centenal

The words digital transformation repeated in a circle

4 Ways To Expand Your Digital Maturity

19/12/2019

Any big changes in a company can take time to implement, and the same can be true of establishing digital maturity. However, in today’s increasingly

Microgen and Touchstone to merge

25/11/2019

Microgen Financial Systems and Touchstone Wealth Management, two of the leading providers of technology to the Trust, Fund and Corporate Services market are to merge,

Cartoon paper, magnifying glass and pens

Preparing for CRS Audit Assessment

13/11/2019

Best practice guidance on how to conduct an internal CRS audit It should come as no surprise that the tax authorities will, at some point,

A Practical Guide to Digital Transformation in Wealth Management

29/09/2019

Solitaire Consulting works very closely with MBS and is delighted to be supporting their seminars in the Channel Islands this October. These free to attend

Taking CRS Compliance to the Next Level

15/09/2019

CRS Expert® is a new RegTech software solution from Centenal. In this article I’ll explain the origins of Centenal and their rationale for building CRS

Silverfleet acquires Microgen Financial Systems

11/07/2019

Silverfleet Capital, the leading Pan-European private equity firm, announced completion of the deal to acquire Microgen Financial Systems Limited (MFS) on Monday 1st July 2019.

T: +44 (0) 203 287 4191