AJ Bell unveils holdings for multi-asset launches

AJ Bell unveils holdings for multi-asset launches...Lock icon

AJ Bell’s first fund launch, a range of five diversified multi-asset funds that are risk-rated from cautious to adventurous, will start trading on 18 April 2017.

Published : 28, Mar 2017
Praemium agrees to showdown with ex-CEO Ohanessian

Praemium agrees to showdown with ex-CEO Ohanessian...Lock icon

Australia-based platform provider Praemium will hold a shareholder meeting at the request of recently sacked chief executive Michael Ohanessian after he launched a bid to oust chairman Greg Camm and three directors.

Published : 22, Mar 2017
Sacked Praemium CEO Ohanessian tries to oust chairman

Sacked Praemium CEO Ohanessian tries to oust chairman...

Former Praemium chief executive Michael Ohanessian has requested the company hold a general meeting in a bid to oust chairman Greg Camm and three directors.

Published : 20, Mar 2017
Asset management sector review dwarfs RDR, says Nucleus CEO

Asset management sector review dwarfs RDR, says...

The UK Financial Conduct Authority’s report into the asset management sector is “way bigger” than the retail distribution review (RDR), with fund managers expected to “bear the sharp end of the pressure on fees”, says David Ferguson, chief executive of wrap platform Nucleus.

Published : 14, Mar 2017
UBS targets mass affluent market with new wealth platform

UBS targets mass affluent market with new wealth...

Swiss banking giant UBS has rolled out a new digital platform in the UK targeting a broader pool of investors.

Published : 8, Mar 2017
Allfunds Bank to be sold in €1.8bn deal

Allfunds Bank to be sold in €1.8bn deal

Allfunds Bank is to be sold to private equity firm Hellman & Friedman and Singapore’s sovereign wealth fund, GIC, in a deal that values the European mutual fund platform at €1.8bn (£1.55bn, $1.9bn).

Published : 7, Mar 2017
Praemium names interim CEO after sacking Ohanessian

Praemium names interim CEO after sacking Ohanessian...

Platform provider Praemium has named Robert De Luca as interim chief executive following its decision to part ways with Michael Ohanessian last month.

Published : 6, Mar 2017
Praemium sacks chief executive Michael Ohanessian

Praemium sacks chief executive Michael Ohanessian...Lock icon

Australia-headquartered platform provider Praemium has terminated the employment of chief executive and managing director Michael Ohanessian.

Published : 22, Feb 2017
Novia Financial launches DB pension transfer service

Novia Financial launches DB pension transfer service...

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).

Published : 10, Feb 2017
CoInvestor adds tax-efficient funds to platform

CoInvestor adds tax-efficient funds to platform...

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.

Published : 6, Feb 2017
Rise of platforms in int’l markets inevitable, says Novia CEO

Rise of platforms in int’l markets inevitable,...Lock icon

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.

Published : 25, Jan 2017
UK advisers to recruit as more pass £1m income barrier

UK advisers to recruit as more pass £1m income...

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.

Published : 23, Jan 2017
Allfunds plans Asian expansion from new Singapore hub

Allfunds plans Asian expansion from new Singapore...

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.

Published : 20, Dec 2016
Nucleus launches online learning platform for advisers

Nucleus launches online learning platform for...

Adviser built-wrap Nucleus has launched an online portal to help UK adviser firms with their professional and practice development.

Published : 14, Dec 2016
PortfolioMetrix and Praemium announce partnership

PortfolioMetrix and Praemium announce partnership...

Discretionary investment manager PortfolioMetrix has launched a strategic partnership with UK and international discretionary platform Praemium.

Published : 29, Nov 2016
ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?

ANALYSIS: Is Barclays’ new platform the start...Lock icon

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.

Published : 28, Nov 2016
Barclays launches online investment service

Barclays launches online investment service

British bank Barclays has launched an online investment service in an effort to help plug the savings and advice gap.

Published : 28, Nov 2016
Standard Life confirms Elevate staying a standalone platform

Standard Life confirms Elevate staying a standalone...

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.

Published : 24, Nov 2016
UK platform sales plummet to lowest point since RDR

UK platform sales plummet to lowest point since...

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.

Published : 16, Nov 2016
Novia Global and Transact expand DFM offerings with new deals

Novia Global and Transact expand DFM offerings...

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).

Published : 8, Nov 2016

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