Crossbridge Capital to unveil platform for HNWI in Singapore

Crossbridge Capital to unveil platform for HNWI...

Wealth management firm Crossbridge Capital is to target Singapore’s “underserved” US expatriate market with the launch of the country’s first digital advisory platform for accredited investors, with at least $2m (£1.5m, €1.8m) in net personal assets.

Published : 20, Sep 2016
Praemium to buy UK Sipp provider for int’l expansion plans

Praemium to buy UK Sipp provider for int’l expansion...

Australia-headquartered platform technology firm Praemium is to buy UK Sipp provider Wensley Mackay as part of its international plans to tap into the opportunities created by the UK’s radical pension freedom reforms.

Published : 8, Sep 2016
Liontrust expands European distribution via Allfunds Bank

Liontrust expands European distribution via Allfunds...

Fund management group Liontrust has made six of its global fund (GF) range available on European open architecture mutual fund platform, Allfunds Bank.

Published : 6, Sep 2016
PortfolioMetrix added to Aegon platform

PortfolioMetrix added to Aegon platform

Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to its platform following demand from advisers.

Published : 31, Aug 2016
Lombard Odier funds added to Novia platforms

Lombard Odier funds added to Novia platforms

Lombard Odier Investment Management is making 17 of its mutual funds available through the Novia Financial and Novia Global platforms.

Published : 24, Aug 2016
UK tech disruption, protected funds boost Praemium’s results

UK tech disruption, protected funds boost Praemium’s...

A strong UK performance, innovative products, and staying ahead of the technology curve all combined to give Praemium “a really good year”, chief executive Michael Ohanessian told International Adviser in an exclusive interview.

Published : 17, Aug 2016
AJ Bell launches low cost managed portfolio service

AJ Bell launches low cost managed portfolio service...

Investment platform AJ Bell has launched a new managed portfolio service (MPS) with an annual management charge of 0.25% + VAT.

Published : 15, Aug 2016
Novia Global adds multi-currency ETFs to platform

Novia Global adds multi-currency ETFs to platform...

Novia Global, the online wealth management service, has added multi-currency exchange traded funds in sterling, US dollar and euro to its platform.

Published : 1, Aug 2016
Platforms’ role to grow as client data becomes increasingly crucial

Platforms’ role to grow as client data becomes...

The visibility of data to which platforms have access is going to become increasingly valuable says Barry Neilson, business development director at Nucleus.

Published : 29, Jul 2016
Platforms face inflection point as competition cuts margins

Platforms face inflection point as competition...

The ongoing technological revolution has levelled the financial services playing field globally, argues Jaco van Tonder, head of advisory services at Investec Asset Management - and with that levelling comes both risk and opportunity.

Published : 21, Jul 2016
Kepler Partners launches Dublin-based Ucits platform

Kepler Partners launches Dublin-based Ucits platform...

Kepler Partners has raised $81m for its Kepler Liquid Strategies Ucits platform, giving investors access to its first fund managed by the Roger Ibbotson-led Zebra Capital Management.

Published : 12, Jul 2016
Schroders adds long/short pan Asian fund to GAIA platform

Schroders adds long/short pan Asian fund to GAIA...

Schroders has launched the Schroder GAIA Indus PacifiChoice long/short equity fund in partnership with Indus Capital Partners, with the aim of delivering high risk adjusted returns while preserving capital during difficult market periods.

Published : 7, Jul 2016
Bank of England embraces fintech

Bank of England embraces fintech

The Bank of England (BoE) is to work in partnership with fintech firms to harness innovations for central banking, offering companies the opportunity to demonstrate their solutions for real issues facing policymakers.

Published : 17, Jun 2016
Santander unveils new D2C execution only investment platform

Santander unveils new D2C execution only investment...

Santander, one of Britain's largest retail banks, has launched a direct-to-consumer platform for new and existing clients in the UK as part of a wider move to expand its face-to-face advice service.

Published : 14, Jun 2016
Spotlight on financial adviser GWM’s choice of platform

Spotlight on financial adviser GWM’s choice of...

One service international financial planner firm Guardian Wealth Management (GWM) offers via its iGuard wealth management solution is Praemium, an Australian discretionary platform that supports more than 700 corporate firms managing and administering over 300,000 investor accounts and £40bn of assets.

Published : 14, Jun 2016
Greater DFM scrutiny needed - Nucleus

Greater DFM scrutiny needed - Nucleus

Scrutiny by financial advisers of outsourced discretionary funds managers needs to improve, according to UK-based wrap platform provider Nucleus.

Published : 2, Jun 2016
Fund research frim RSMR rolls out IFA platform

Fund research frim RSMR rolls out IFA platform...

Fund research and ratings group RSMR has launched a platform to host its suite of seven risk-aligned Rfolios, with further passive and socially responsible investing-focused (SRI) model portfolios being considered.

Published : 25, May 2016
PortfolioMetrix partners with ATS adviser platform

PortfolioMetrix partners with ATS adviser platform...

Discretionary fund management (DFM) firm PortfolioMetrix has partnered with the Alliance Trust Savings (ATS) platform, providing advisers access to a range of PortfolioMetrix portfolios.

Published : 20, May 2016
Standard Life buys Elevate, more UK disposals likely says Axa

Standard Life buys Elevate, more UK disposals...

Axa has agreed to sell its wrap platform business to Standard Life and has confirmed it is in talks to dispose of its remaining UK life and savings assets.

Published : 4, May 2016
BlackRock launches global retirement institute

BlackRock launches global retirement institute...

BlackRock has launched a global platform that will extend the firm's efforts to help advisers, consultants, trustees, policymakers, institutions and individuals make better decisions about retirement and longevity.

Published : 26, Apr 2016
Dubai regulator fines insurer for sales outside permitted zone
Dubai regulator fines...

The Dubai Financial Services Authority (DFSA) has cracked...

Europe remains the ‘wild west’ for adviser qualifications
Europe remains the ‘wild...

Clients receiving poor advice from inadequately qualified...

Bahamas files leak exposes former EU official's links to offshore firms
Bahamas files leak exposes...

A new cache of 1.3 million documents from the Bahamas...

Australian stockbroker took financial ‘advice’ from psychic
Australian stockbroker...

The head of a failed Australian stockbroking firm,...

Australian regulator ends legal case against two LM directors
Australian regulator...

The Australian corporate regulator has abandoned a...

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