Elevate adds Evercore model portfolios

clock •

Axa Elevate has partnered with Evercore Pan-Asset Capital Management and Collins Stewart Wealth Management to add a further range of discretionary portfolios to its offering.

Collins Stewart has placed seven risk-rated discretionary portfolios on Elevate whilst Evercore Pan-Asset has launched a specially-adapted range of portfolios on the wrap. The tie-ups follow a strong set of Q1 results for Elevate, with platform sales rising 140% to bring total assets under administration at the end of the quarter to £2.5bn. "On-platform sales have grown significantly at the start of this year and key partnerships, such as the ones with Evercore Pan-Asset and Collins Stewart Wealth Management, will help [build on that]," said Axa Wealth UK Distributors managing directo...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Wrap/platforms

Big players give The Platforms Association's transfer charter a miss

Big players give The Platforms Association's transfer charter a miss

AJ Bell and Parmenion choose not to sign up

Sophia Panayi
clock 25 September 2026 • 2 min read
Most platforms sign up to transfer charter

Most platforms sign up to transfer charter

Signatories include Benchmark, Fidelity International and Quilter

Sophia Panayi
clock 17 September 2026 • 3 min read
Will the incoming stocks and shares ISA cash interest levy impact platforms?

Will the incoming stocks and shares ISA cash interest levy impact platforms?

Proposed regulations yet to clarify what is an ‘acceptable’ cash holding

Sophia Panayi
clock 15 September 2026 • 5 min read