EFM Takes Open CGT From DSTIi; DSTi Signs Deals With Cogent And HSBC


EDINBURGH--Edinburgh Fund Managers (EFM) is in the middle of installing the new OpenCGT application from London-based DST International (DSTi) for managing capital gains tax (CGT) in its private client business. EFM has been using DSTi’s HiPortfolio/2 asset management system since 1995. The Edinburgh-based fund manager has £8 billion in institutional, private client and retail assets under management.

Lindsey Bennett, investment support manager at EFM, says her team has been working since Jan

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