Novia Financial has launched a transfer value analysis system (TVAS) service to help advisers compare the pension benefits under defined benefits (DB) schemes with the Novia self-invested personal pension (Sipp).
CoInvestor has added funds to its platform to expand its existing service that allows direct and advised investors to co-invest alongside tax-efficient fund managers on the same terms.
Efforts in the UAE to postpone regulatory change are just putting off the inevitable and opening the door further for platforms to disrupt international markets, according to Novia Global chief executive, Bill Vasilieff.
A third of UK advice firms reported annual income of more than £1m ($1.23m, €1.16m) in 2016, with nearly half of all firms planning to recruit in 2017, according to a survey from insurance giant Aviva.
Mutual funds platform operator Allfunds Bank has announced plans to expand across Asia by launching an operational hub in Singapore to service a new local business, which will open early next year, as well as businesses in Hong Kong and Taiwan.
Adviser built-wrap Nucleus has launched an online portal to help UK adviser firms with their professional and practice development.
Discretionary investment manager PortfolioMetrix has launched a strategic partnership with UK and international discretionary platform Praemium.
Barclays’ announcement on Monday that it has launched an execution-only platform should come as no surprise. But, it should serve as a reminder to wealth managers not to get too complacent.
British bank Barclays has launched an online investment service in an effort to help plug the savings and advice gap.
Standard Life has confirmed that Elevate will continue as a distinct platform after months of speculation that it could be combined with the investment firm’s Wrap proposition.
Net fund flows via UK platforms fell to £8.6bn ($10.7bn, €10bn) in the third quarter of this year, the lowest level since RDR was introduced in Q1 2013, according to the latest Fundscape Platform Report.
Novia Global has broadened its integrated investment portal through strategic partnerships with DFMs Brooks Macdonald, LGT Vestra, and Bordier & Cie, while Transact now offers advisers access to Quilter Cheviot’s managed portfolio service (MPS).
In the wake of launching Provisca, founders Bryan Low and Nigel Watson talk about the challenges facing the offshore market and how they cater to the financial services ‘trinity’ of product providers, IFAs and clients.
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.
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.
Fund management group Liontrust has made six of its global fund (GF) range available on European open architecture mutual fund platform, Allfunds Bank.
Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to its platform following demand from advisers.
Lombard Odier Investment Management is making 17 of its mutual funds available through the Novia Financial and Novia Global platforms.
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.
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