{"id":881438,"date":"2025-09-03T09:14:09","date_gmt":"2025-09-03T13:14:09","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/the-private-office-extends-wealth-management-relationship-with-ssc\/"},"modified":"2025-09-03T09:14:09","modified_gmt":"2025-09-03T13:14:09","slug":"the-private-office-extends-wealth-management-relationship-with-ssc","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/the-private-office-extends-wealth-management-relationship-with-ssc\/","title":{"rendered":"The Private Office Extends Wealth Management Relationship with SS&C"},"content":{"rendered":"

<\/p>\n

\nThe Private Office Extends Wealth Management Relationship with SS&C<\/p>\n

WINDSOR, Conn.–(BUSINESS WIRE<\/a>)–SS&C Technologies Holdings, Inc.<\/a> (Nasdaq: SSNC) today announced The Private Office (TPO), U.K.\u2019s leading independent Chartered Financial Planning firm, has extended its service agreement with SS&C Hubwise. SS&C supports TPO\u2019s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support.<\/p>\n

\n\u201cWe have long used SS&C\u2019s technology and services to scale our business and support our team in providing first-class advice and solutions to our end clients,\u201d said Stuart Phillips<\/b>, CEO of The Private Office<\/b>. \u201cThis contract extension demonstrates the strength of SS&C\u2019s offerings and our confidence in them. We look forward to further collaboration as SS&C Hubwise continues to grow and expand the range of capabilities on its platform.\u201d<\/p>\n

\nTPO leverages SS&C Hubwise to support more than 50 advisors serving 2,900 clients with USD 2.8 billion in assets under advisement. Named a VouchedFor \u201cTop Rated Firm\u201d for six years in a row, TPO worked in collaboration with SS&C to create TPO Invest, a digital-first, comprehensive adviser platform providing access to a variety of investment products via an easy-to-use interface. Advisers can deliver a range of client and reconciliation services, including pensions management, investing, tax planning and cash management.<\/p>\n

\n\u201cWe are pleased to continue to develop and enhance the relationship with the team at TPO,\u201d said Spencer Baum, Senior Director, SS&C Global Investment & Distribution Solutions, and head of SS&C Hubwise<\/b>. \u201cOur business continues to grow as wealth managers seek out modern technology for today\u2019s market needs. SS&C is focused on empowering U.K. businesses like TPO with cost-effective solutions for distribution and automation so they can focus on the business of serving advisors and end clients.\u201d<\/p>\n

About The Private Office<\/b><\/p>\n

\nFounded in Leeds in 2008, The Private Office is the largest independently-owned Chartered Independent Financial Advice firm in the U.K. The firm acts for over 5,000 individuals, businesses, charities and trusts and manages over \u00a32.75 billion of clients\u2019 funds. The business has 52 advisers, supported by a strong team of highly technical experts, including specialist pension advisers with requisite FCA permissions. Learn more: https:\/\/www.theprivateoffice.com\/<\/a><\/p>\n

About SS&C Technologies<\/b><\/p>\n

\nSS&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. More than 22,000 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.<\/p>\n

\nAdditional information about SS&C (Nasdaq: SSNC) is available at www.ssctech.com<\/a>.<\/p>\n

\nFollow SS&C on X<\/a>, LinkedIn<\/a> and Facebook<\/a>.<\/p>\n

\"\"<\/p>\n

View source version on businesswire.com: <\/span>https:\/\/www.businesswire.com\/news\/home\/20250903168316\/en\/<\/a><\/span><\/p>\n

\nBrian Schell
\n
Chief Financial Officer
\n
SS&C Technologies
\n
Tel: +1-816-642-0915
\n
E-mail: InvestorRelations@sscinc.com
\n<\/a><\/p>\n

Justine Stone
\n
Investor Relations
\n
SS&C Technologies
\n
Tel: +1-212-367-4705
\n
E-mail: InvestorRelations@sscinc.com
\n<\/a><\/p>\n

Media Contacts
\n
Prosek
\n
Sam Gentile
\n
Tel: +1-646-818-9195
\n
Email: pro-SSC@prosek.com<\/a><\/p>\n

KEYWORDS:<\/b> Connecticut North America United States Ireland United Kingdom Europe<\/p>\n

INDUSTRY KEYWORDS:<\/b> Software Data Analytics Finance Asset Management Data Management Professional Services Technology Fintech<\/p>\n

MEDIA:<\/b><\/p>\n\n\n\n\n
Logo<\/b><\/font><\/td>\n<\/tr>\n
\"Logo\"<\/td>\n<\/tr>\n
<\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

The Private Office Extends Wealth Management Relationship with SS&C WINDSOR, Conn.–(BUSINESS WIRE)–SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced The Private Office (TPO), U.K.\u2019s leading independent Chartered Financial Planning firm, has extended its service agreement with SS&C Hubwise. SS&C supports TPO\u2019s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support. \u201cWe have long used SS&C\u2019s technology and services to scale our business and support our team in providing first-class advice and solutions to our end clients,\u201d said Stuart Phillips, CEO of The Private Office. \u201cThis contract extension demonstrates the strength of SS&C\u2019s offerings and our confidence in them. We look forward to further collaboration as SS&C Hubwise continues to … <\/p>\n

Continue reading “The Private Office Extends Wealth Management Relationship with SS&C”<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-881438","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"\nThe Private Office Extends Wealth Management Relationship with SS&C - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/the-private-office-extends-wealth-management-relationship-with-ssc\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Private Office Extends Wealth Management Relationship with SS&C - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"The Private Office Extends Wealth Management Relationship with SS&C WINDSOR, Conn.–(BUSINESS WIRE)–SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced The Private Office (TPO), U.K.\u2019s leading independent Chartered Financial Planning firm, has extended its service agreement with SS&C Hubwise. SS&C supports TPO\u2019s digital-first wealth management platform, along with customer service, dealing, custody, settlement services and Client Assets Source Book (CASS) regulatory support. \u201cWe have long used SS&C\u2019s technology and services to scale our business and support our team in providing first-class advice and solutions to our end clients,\u201d said Stuart Phillips, CEO of The Private Office. \u201cThis contract extension demonstrates the strength of SS&C\u2019s offerings and our confidence in them. 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