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Novia Global launches ‘Trustee Investment Governance Service’

By: Helen Burggraf | 17 Apr 2018

Novia Global, the Bath, England-based international platform service, has unveiled what it’s calling a “Trustee Investment Governance Service” to help trust companies that are interested in professional…

Momentum Wealth Int’l deal with Low and Watson’s Provisca to end

By: Helen Burggraf | 27 Mar 2018

Momentum Wealth International, the Guernsey-based investment platform of Johannesburg Stock Exchange-listed, South African insurance and financial services company MMI Holdings, is discontinuing its use of the marketing…

UK platform provider AJ Bell confirms plans to float

By: Helen Burggraf | 12 Mar 2018

AJ Bell, the Manchester-based investment platform provider and stockbroker co-founded in 1995 by Andy Bell, has confirmed reports that it is preparing for an initial public offering…

DeVere boss hits out at mis-selling allegations and STM ‘conflicts’

By: Gary Robinson | 12 Mar 2018

DeVere Group founder and CEO Nigel Green has addressed supposed conflicts of interests in his previous connections to STM, allegations of mis-selling and supposed hard-sell tactics, in…

Capitama launches direct private investment platform

By: Christopher Copper-Ind | 02 Mar 2018

Capitama, a direct private investment platform for professional investors, launched this week in London. The platform has been designed to bring sophisticated and professional investors and deal…

Managers launching on a UCITS platform must be willing to compromise

By: Christopher Copper-Ind | 01 Mar 2018

Alternative managers considering launching on a UCITS platform must weigh the benefits of accessing bank and asset manager distribution networks against potential cost savings and increased freedom…

Kames Capital signs Nordic platform agreement

By: Jonathan Boyd | 20 Feb 2018

Kames Capital has signed a distribution agreement with Nordic Fund Market, a platform owned and operated by Nasdaq that counts some 180 managers offering 4,000 funds to…

Praemium unveils online account-opening process for UK SIPP biz

By: Helen Burggraf | 12 Feb 2018

Melbourne-based, Australian Securities Exchange-listed platform and technology provider Praemium Ltd has unveiled a new online account-opening process for clients of its UK self-invested personal pension business. In…

SEI says its UK platform assets leapt 33% in ’17

By: Helen Burggraf | 08 Feb 2018

The UK wealth management platform business of US-based, NASDAQ-listed SEI Investments saw a 33% increase in its assets under administration in 2017, to £41.4bn, driven in part…

Momentum Wealth Int’l platform adds 35 new funds to Select range

By: Gary Robinson | 17 Jan 2018

Momentum Wealth International has introduced an updated Select Fund range for the first quarter of 2018, with 35 new funds added and 21 funds removed from the platform…

Praemium seen likely to invest more in UK pensions market after ‘record inflows’

By: Helen Burggraf | 10 Jan 2018

Shares in Praemium, the ASX-listed, Melbourne-based platform services provider, hit a record high today after the company said its fourth-quarter platform inflows were the highest ever, with…

Comment: Spanish-compliant bonds ‘too often are a rip-off’ for investors

By: James Pearcy-Caldwell, Chief Executive, Aisa International | 08 Jan 2018

In Spain, as in many other developed financial markets around the world, investors have for decades been advised by locally-based expat advisory firms to entrust their savings…

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