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Platforms

Novia Global and Transact expand DFM offerings with new deals

Platforms | 8 Nov 16

Novia Global and Transact expand DFM offerings with new deals

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).

Provisca targets ‘stable of great brands’ within five years

Companies | 17 Oct 16

Provisca targets ‘stable of great brands’ within five years

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.

Crossbridge Capital to unveil platform for HNWI in Singapore

Asia | 20 Sep 16

Crossbridge Capital to unveil platform for HNWI in Singapore

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.

Companies | 8 Sep 16

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

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.

Liontrust expands European distribution via Allfunds Bank

Europe | 6 Sep 16

Liontrust expands European distribution via Allfunds Bank

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

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.