RCS - SS&C Technologies - Rathbone Extends Transfer Agent Relation with SS&C

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14/04/2022 15:15

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RNS Number : 3447I  SS&C Technologies Hldgs Inc  14 April 2022

Rathbone Funds Extends Transfer Agent Relationship with SS&C

 

 

WINDSOR, CT, April 14, 2022 /PRNewswire/ -- SS&C Technologies Holdings,
Inc.
(https://www.ssctech.com/?utm_campaign=SSC2022-Enterprise-Press-Release-0422&utm_medium=pressrelease&utm_source=prnews&utm_content=Rathbones-Funds-Extends)
(Nasdaq: SSNC) today announced that Rathbone Funds (Rathbone Unit Trust
Management Ltd), the London-based subsidiary of Rathbones Group Plc, has
extended its long-term transfer agency relationship with SS&C Global
Investor and Distribution Solutions (GIDS).

 

"We are pleased to continue our 15-year relationship with SS&C," said Mike
Webb, Chief Executive, Rathbone Unit Trust Management Ltd. "As a leading U.K.
asset manager, with nearly £13bn under management, we look to support our
clients and adviser network with the latest financial management tools to
improve their experience. SS&C GIDS continues to invest in technology that
simplifies account management, and we look forward to a continuation of our
partnership."

 

SS&C services 6,500 accounts and in excess of £11bn AUA for the U.K. fund
manager, growing consistently over the years and throughout the global
pandemic. A broad range of investors, including corporate and D2C, receive
bespoke servicing through SS&C's various market- leading services.
Customer excellence remains at the forefront, and together Rathbones and
SS&C will continue to challenge themselves to deliver top-quality services
with state-of-the-art functionality. As part of the latest extension, Rathbone
Funds will also leverage SS&C's Adviser OnLine, enabling advisers to
access their portfolios and obtain commission reporting.

 

"This contract renewal continues a lengthy and trusted relationship between
SS&C and Rathbone Unit Trust Management Ltd," said Nick Wright, Head of
Global Investor & Distribution Solutions. "SS&C GIDS aims to
differentiate with omnichannel servicing and support to all customer types. In
addition, we are committed to supporting Rathbone Unit Trust Management Ltd.
as they grow and build on their successful brand."

 

 

 

 

 

About Rathbone Unit Trust Management Ltd

Rathbone Unit Trust Management Limited (RUTM) is a wholly-owned, London-based
subsidiary of Rathbones Group Plc. In 1995 and 1996 respectively, Rathbones
acquired stockbrokers Laurence Keen and Neilson Cobbold, securing many private
wealth managers, and their clients. The company also acquired unit trusts from
Laurence Keen Unit Trust Management including the Rathbone Income Fund - the
success of which led to a rebranding of the operation in 1999 to Rathbone Unit
Trust Management Limited. As at 31 December 2021, RUTM manages £13 billion,
across its fund range.

 

About Rathbones Group Plc

Rathbones Group Plc (Rathbones), through its subsidiaries, is one of the UK's
leading providers of investment management services for individuals, charities
and professional advisers. This includes discretionary investment management,
unit trusts, tax planning, trust and company management, financial planning
and banking services. Rathbones manages £68.2 billion of assets (as at 31
December 2021). Rathbones has over 1,900 staff in 15 locations across the UK
and Jersey.

 

About SS&C Technologies

 

SS&C is a global provider of services and software for the financial
services and healthcare industries. Founded in 1986, SS&C is headquartered
in Windsor, Connecticut, and has offices around the world. Some 18,000
financial services and healthcare organizations, from the world's largest
companies to small and mid-market firms, rely on SS&C for expertise, scale
and technology.

 

 

Additional information about

SS&C (Nasdaq: SSNC) is available at www.ssctech.com
(https://www.ssctech.com?utm_campaign=SSC2019-Enterprise-Press-Release-0219&utm_medium=pressrelease&utm_source=prnews&utm_content=SSCHomepage)
.

 

Follow SS&C on Twitter (http://twitter.com/ssctechnologies) , LinkedIn
(http://www.linkedin.com/companies/ss-c-technologies) and Facebook
(http://www.facebook.com/pages/SSC-Technologies-Inc/191750415876) .

 

For more information

Patrick Pedonti | Chief

Financial Officer, SS&C

Technologies

Tel: +1-860-298-4738 | E-mail:

InvestorRelations@sscinc.com (mailto:InvestorRelations@sscinc.com)

 

Justine Stone | Investor

Relations, SS&C Technologies

Tel: +1- 212-367-4705 | E-mail:

InvestorRelations@sscinc.com (mailto:InvestorRelations@sscinc.com)

 

Media Contacts

Jess Stefanowicz

PAN Communications

Tel: (617) 502-4375

E-mail: ssc@pancomm.com (mailto:ssc@pancomm.com)

 

 

SOURCE: SS&C

 

 

 

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