D2C platforms prioritise best-buy lists over client experience

D2C platforms prioritise best-buy lists over client...

A drive toward transparency in the platform market will narrow the gap between big retail players and the institutional market, Multrees Investor Services chief executive officer Chris Fisher predicts.

Published : 2, Oct 2017
Are life companies finished?

Are life companies finished?Lock icon

The future of international life companies is “pretty well finished”, the chief executive of Novia Global told International Adviser’s Fund Links Forum on Thursday.

Published : 14, Sep 2017
Unigestion joins MFEX platform to target intermediaries

Unigestion joins MFEX platform to target intermediaries...

Boutique asset manager Unigestion has “significantly expanded” its fund distribution network by joining the MFEX platform, which offers 50,000 funds to investors in 30 countries.

Published : 22, Aug 2017
Momentum Wealth Int’l adds ETFs to platform range

Momentum Wealth Int’l adds ETFs to platform range...

Guernsey-based platform Momentum Wealth International has introduced a range of ETFs for the first time, in the expectation that financial advisers will make increasing use of this type of investment vehicle in client portfolios.

Published : 17, Aug 2017
'Dramatic year' fails to dent Praemium's growth

'Dramatic year' fails to dent Praemium's growth...Lock icon

Strong growth both in Australia and internationally pushed funds under administration at Praemium up 28% to A$6.1bn (£3.6bn, $4.7bn, €4bn) in spite of the boardroom turmoil that saw the company’s chief executive sacked and then return a few months later.

Published : 14, Aug 2017
Canada Life launches offshore bond valuation tool

Canada Life launches offshore bond valuation tool...

Offshore insurer Canada Life International (CLI) has launched an online valuation tool for international bonds in partnership with information technology services provider Intelliflo.

Published : 31, Jul 2017
Aussie research firm unveils real estate-focused IFA platform

Aussie research firm unveils real estate-focused...

SQM Research has created an investment analysis platform for financial advisers that offers access to residential real estate data alongside a standard mutual funds research service.

Published : 31, Jul 2017
UK wealth managers hit a crossroad on path to growth

UK wealth managers hit a crossroad on path to...

If traditional UK wealth managers want to stay alive, they must find their unique selling points, invest in technology and pursue inorganic growth strategies, according to a report from SEI Wealth Platform.

Published : 27, Jul 2017
Is the FCA barking up the wrong tree over platforms?

Is the FCA barking up the wrong tree over platforms?...

The Financial Conduct Authority wants to use the platform review to drive more competition in the asset management sector, but experts are asking whether it is looking in the wrong place.

UK platform inquiry a ‘red herring’ says Novia CEO Vasilieff

UK platform inquiry a ‘red herring’ says Novia...Lock icon

The Financial Conduct Authority's (FCA) inquiry into online platforms risks focusing on the wrong issues and could fail to yield a good result for clients, according to industry expert and Novia chief executive Bill Vasilieff.

Published : 21, Jul 2017
China’s Lufax launches offshore retail platform in Singapore

China’s Lufax launches offshore retail platform...

Lu International, a subsidiary of Shanghai-based wealth manager Lufax Holdings, is launching its first direct-to-consumer online investment platform for Chinese overseas retail clients.

Published : 18, Jul 2017
Nucleus slashes platform fee for wealthy clients

Nucleus slashes platform fee for wealthy clients...

Nucleus is set to slash costs for high-value clients on its platform to meet demands for a “more competitive structure” for large portfolios.

Published : 29, Jun 2017
Singaporean firm to build platform for Malaysia’s life insurers

Singaporean firm to build platform for Malaysia’s...

A unit of Singapore-based tech firm Silverlake Axis has won a contract to develop a digital platform for life insurance and takaful providers in Malaysia.

Published : 23, Jun 2017
DFMs and platforms: a mutually beneficial partnership

DFMs and platforms: a mutually beneficial partnership...Lock icon

The offshore platform market is nowhere near as developed as the UK but there is a huge opportunity for platforms and discretionary fund managers (DFMs) to work together, as David Field, Novia Global’s head of customer services, explains.

Published : 1, Jun 2017
Int’l platform Momentum adds ‘guided architecture’ fund range

Int’l platform Momentum adds ‘guided architecture’...

International platform provider Momentum has launched a new “guided architecture” fund range, which it has developed with its UK asset management arm Momentum Global Investment Management (MGIM).

Published : 31, May 2017
AJ Bell grows revenues amid record new client sign-ups

AJ Bell grows revenues amid record new client...

Online investment platform AJ Bell has reported rapid growth in its revenues after it added almost 12,000 customers in the space of six months.

Published : 22, May 2017
ANALYSIS: Are platforms facing an ‘existential crisis’?

ANALYSIS: Are platforms facing an ‘existential...

As certain platform businesses boomed in Q1 with year-on-year sales over 30% higher, others posted huge losses, begging the question: are they facing an “existential crisis”?

Published : 16, May 2017
Ohanessian reinstated as Praemium chief exec after board purge

Ohanessian reinstated as Praemium chief exec after...Lock icon

Michael Ohanessian has been reappointed chief executive of Australia-based platform provider Praemium following a shareholder vote to remove the chairman and three directors last week.

Published : 15, May 2017
Praemium’s ex-CEO triumphs as chairman and board are removed

Praemium’s ex-CEO triumphs as chairman and board...Lock icon

Michael Ohanessian, the former chief executive of Praemium, has successfully ousted the company’s chairman and three directors who sacked him in February 2017.

Published : 12, May 2017
UBS AM launches cross border Hong Kong platform

UBS AM launches cross border Hong Kong platform...

UBS Asset Management has launched a Hong Kong mutual fund platform, setting sights on distribution into the onshore China market, said Markus Egloff, head of wholesale client coverage for Asia ex-Japan.

Published : 13, Apr 2017

Sponsored Content

Four types of tax evaders targeted in HMRC campaign
Four types of tax evaders...

Tax investigators are ramping up the pressure on tax...

Expat pensions at risk admits UK chancellor
Expat pensions at risk...

UK chancellor Philip Hammond has admitted the government...

FCA bans adviser spouses for 'calculated' deception
FCA bans adviser spouses...

The Financial Conduct Authority (FCA) has barred John...

'Outdated' EU directive will swamp advisers warns expert
'Outdated' EU directive...

International financial adviser Mazars has warned the...

Benchmark sets ‘comfortable’ UK retirement goal
Benchmark sets ‘comfortable’...

A series of national income targets could be used to...

OTHER STORIES FROM LAST WORD...