News 19 Oct 17
The Fry Group unveils global multi-wrapper platform
International financial adviser The Fry Group has joined forces with the UK platform Nucleus and fintech firm Independent Strategic Group (ISG) to create a global multi-currency and wrapper platform in key expat markets around the world.
News 2 Oct 17
D2C platforms prioritise best-buy lists over client experience
A drive toward transparency in the platform market will narrow the gap between big retail players and the institutional market, Multrees Investor Services chief executive officer Chris Fisher predicts.
News 22 Aug 17
Unigestion joins MFEX platform to target intermediaries
Boutique asset manager Unigestion has “significantly expanded” its fund distribution network by joining the MFEX platform, which offers 50,000 funds to investors in 30 countries.
News 14 Aug 17
‘Dramatic year’ fails to dent Praemium’s growth
Strong growth both in Australia and internationally pushed funds under administration at Praemium up 28% to A$6.1bn (£3.6bn, $4.7bn, €4bn) in spite of the boardroom turmoil that saw the company’s chief executive sacked and then return a few months later.
News 31 Jul 17
Aussie research firm unveils real estate-focused IFA platform
SQM Research has created an investment analysis platform for financial advisers that offers access to residential real estate data alongside a standard mutual funds research service.
News 27 Jul 17
UK wealth managers hit a crossroad on path to growth
If traditional UK wealth managers want to stay alive, they must find their unique selling points, invest in technology and pursue inorganic growth strategies, according to a report from SEI Wealth Platform.