May 06, 2020
Refinitiv’s data platform selected by Stellan Capital to deliver bespoke financial solutions
Sydney – Refinitiv announced it will partner with boutique private wealth management firm, Stellan Capital, to provide it with a customised open data platform that will enable the delivery of highly individualised financial solutions to the firm’s unique high net worth client base.
In announcing the partnership, Daryl Sisson, Refinitiv’s Managing Director, Pacific, said, “Our wealth management solutions are built to help firms tackle their biggest challenges and to assist them make smarter decisions, engage with clients more effectively and get to market faster. The current COVID-19 crisis has highlighted the need for wealth management firms to digitise the way they generate investment decisions and share this information with clients.
“We are delighted to work with Stellan Capital who represent a new breed of private wealth management firms. In Refinitiv, they found a partner who, like them, appreciate that reliable data, presented in innovative ways, is critical in order to make informed recommendations for discerning clients.”
Using its trusted data, market leading insights and leveraging the advanced technology of their Eikon solution, Refinitiv’s wealth management team were able to build a customised platform that integrates Stellan’s main technological requirements including global access to market data, content and research, with efficient global order execution across over 30 exchanges. Other benefits include portfolio analytics, portfolio modelling and efficient rebalancing capabilities. Refinitv’s open platform has been seamlessly integrated into Stellan’s other core systems, including their chosen Australian-based compliance and monitoring system, Australian ASX listed multi-currency tax reporting solution as well as their global custodian.
David Leon, Stellan Capital founding partner and portfolio manager, explained the firm chose to partner with Refinitiv to develop its customised platform. “Our core motivation in establishing Stellan was that we recognised there was a systematic shift in investor demand for a pure relationship centred model where financial advice is truly bespoke and transparent for the client. Not only was Refinitiv’s unparalleled data and enhanced digital-first capabilities an obvious benefit to our clients but it was also clear that Refinitiv really understood how important it was for us as a boutique firm to meet the increasing demands of a more sophisticated investor.”
Stellan Capital is a national boutique wealth management firm that was established in August 2019 by an esteemed group of advisers who had previously worked at various leading global banks. The firm’s founders came together with the aim of redefining the client experience for private investors in Australia using the group’s expertise in local and international markets, asset allocation, financial planning and alternative investments.
Director, Regional Communications, Asia Pacific
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