Speirs & Jeffrey is one of the UK’s leading investment management firms, offering its clients thorough, traditional and highly personal investment management service. The firm manages portfolios for individuals, families, trusts, pension funds and institutions, serving clients in 63 countries globally. Its success as a business is entirely dependent on how well it serves those clients. The Altimis product, deployed throughout the back and middle office, is seen as the solid core that allows Speirs & Jeffrey to deliver market leading service to its clients. With its breadth of functionality, Altimis has fully supported the firm’s growth in both client numbers and assets under management.
James Sharp & Co Stockbrokers traces its history back to 1885 when local banker James Sharp set up a stockbroking business in Bury, Lancashire in the affluent industrial north. Since then, the firm has provided distinguished service to a clientele of private and institutional investors. It offers these clients all manner of investment vehicles, including ISAs, Pension Plans (mainly SIPPs), trusts, and private portfolios. James Sharp & Co recently embraced change by implementing Objectway’s Altimis solution. Altimis is seen as a significant technology upgrade that will both support the firm’s current successful business, while providing a platform for future growth.