Wrap/platforms
Wrap/platforms
Nucleus has placed the ownership structure of the wrap under review in light of adviser charging rules concerning potential conflicts of interest.
18 July 2013
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Wrap/platforms
Thesis Asset Management has integrated its investment platform with Avelo Adviser Office.
18 July 2013
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Wrap/platforms
Standard Life Wrap is moving to a new technology interface which will go live to more than 1,200 adviser firms from 22 July.
15 July 2013
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Wrap/platforms
Axa Wealth has added 1,000 clean share class funds to its execution only platform, Axa Self Investor.
15 July 2013
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Investment
A number of wealth managers have privately warned fund groups they will be less inclined to recommend funds which give preferential prices to the biggest distributors in the market, Investment Week understands.
15 July 2013
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4 min read
Wrap/platforms
Alliance Trust Savings has partnered with financial services consultancy Altus to provide automatic re-registration of assets.
12 July 2013
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Wrap/platforms
Nucleus is cutting charges for clients with larger portfolios from 1 November.
11 July 2013
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