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...

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
Provisca targets ‘stable of great brands’ within five years

Provisca targets ‘stable of great brands’ within...

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.

Published : 17, Oct 2016
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

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