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
While at Sibos Toronto, James shares some interviews covering topics on blockchain, fintechs and cybersecurity.Subscribe to Weekly Wrap emails