Adviser and wealth manager Ashcourt Rowan is developing its own in-house platform, due to be rolled out later this year.
The service, which will cover clients from execution-only to bespoke discretionary management levels, will form a key part of what CEO Jonathan Polin [pictured] called "a tariff-card service proposition". Speaking at the Marketforce RDR conference yesterday, Polin said clients "do not want a one-size-fits-all approach." Advisers have always said they segment their clients, Polin said, but in reality have only ever had two types of clients: "class A and the ones they never dealt with." The platform will offer six levels of service: an execution-only option for legacy business; ‘Advi...
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