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Date: 29 October 2019

Watson Wheatley Sponsor Fund Management Operations Summit

Watson Wheatley are to sponsor the Fund Management Operations Summit in London on November 7th. The Fund Management Operations Summit brings together COOs, senior directors and heads of technology, data and regulatory affairs of UK and continental European investment management groups to explore the changing dynamics of fund management and impact on operations.

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Date: 10 September 2019

Watson Wheatley Announce Three Recent Overseas Contracts

​Watson Wheatley, specialists in data reconciliation solutions, have announced the recent signing of three overseas contracts.

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Date: 12 July 2019

Tags: Awards

Two Nominations at the HFM European Hedge Fund Technology Awards 2019

Watson Wheatley has been nominated for Best Derivatives Solution and Best Post-trade Technology at the 2019 HFM European Hedge Fund Technology Awards

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Date: 08 July 2019

Tags: Awards

iRecs Wins Best Reconciliation Solution at 2019 Alternative Investment Awards

Watson Wheatley’ iRecs reconciliation solution has won ‘Best Securities Reconciliation Solution’ at the 2019 Alternative Investment Awards. Tom Wheatley, COO, Watson Wheatley: “The whole team at Watson Wheatley are delighted to pick up the award again this year as it recognises the hard work that everyone puts in to make our products and services what they are.”

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Date: 23 May 2019

Tags: case study

Asset Management - Reconciliation as a Service

An emerging market asset manager with approx. $20bn AUM wanted to move from performing certain middle and back-office processes to having these functions provided by a third party as a service. Reconciliation was a key component and after determining that legacy outsource providers could not provide the service levels required Watson Wheatley were selected to provide Reconciliation as a Service (RaaS) by leveraging the award-winning iRecs software.

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Date: 07 May 2019

Tags: case study

Hedge Fund - Derivatives Reconciliation

A London based hedge fund specialising in European equity began trading in 2008 and had grown their AUM to over £2bn by 2014. A three man operations team were utilising a well-known portfolio accounting system (PMS) and had developed a series of Excel spreadsheets for validating market value and P&L data as well as conducting positions and cash balance reconciliation with the prime brokers.

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Date: 07 May 2019

Tags: case study

Asset Management - FX Cash Management in iRecs

Our client had been using iRecs for two years for market value reconciliation and daily cash reconciliation. These processes had delivered considerable benefit to the company allowing granular verification of all transaction flows on a day to day basis, and the verification of positions, prices and FX rates as required as part of a market value or NAV reconciliation.

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Date: 07 May 2019

Tags: conference

Watson Wheatley to Sponsor GAIM 2019 Conference

Watson Wheatley have announced they are sponsoring and exhibiting at the GAIM 2019 Conference to be held on 2nd and 3rd July at County Hall, London.

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Date: 12 February 2019

Tags: #award

Watson Wheatley Short-Listed for Best Reconciliation Solution

Watson Wheatley has been short-listed for Best Reconciliation Solution at the 2019 FTF News Technology Innovation Awards.

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Date: 10 December 2018

Tags: client win

OSMO Partners Implements iRecs Reconciliation from Watson Wheatley

Watson Wheatley, specialists in securities reconciliation software, today announced an agreement with OSMO Partners, respected providers of outsourced front, middle and back office services. The iRecs system will be deployed by OSMO Partners to bring a best practice reconciliation approach and a highly automated process to their growing client base.

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