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Platforms

UK tech disruption, protected funds boost Praemium’s results

Platforms | 17 Aug 16

UK tech disruption, protected funds boost Praemium’s results

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.

AJ Bell launches low cost managed portfolio service

Investment | 15 Aug 16

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.

Novia Global adds multi-currency ETFs to platform

Platforms | 1 Aug 16

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.

Platforms’ role to grow as client data becomes increasingly crucial

Platforms | 29 Jul 16

Platforms’ role to grow as client data becomes increasingly crucial

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

Platforms face inflection point as competition cuts margins

Platforms | 21 Jul 16

Platforms face inflection point as competition cuts margins

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.

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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.