Axa Elevate ups model portfolio limit

clock

Axa Elevate has increased the limit on the number of investments within model portfolios on the platform in response to adviser demand.

The increasing demand for investment diversity among advisers has spurred the platform to increase the limit on the number of funds and stocks which can be held in model portfolios from 20 to 30. Axa Wealth Elevate managing director David Thompson (pictured) said: "Previously, we had a limit on the number of stocks or funds that you could hold in a model portfolio of 20. Based on consistent feedback from advisers who needed more diversity in terms of managing portfolios, we have increased that to 30." Earlier this week, Axa Elevate announced it had teamed up with Winterflood Business ...

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

FNZ launches adviser-focused AI tool as personalisation demand grows

FNZ launches adviser-focused AI tool as personalisation demand grows

Generative AI solution intended to cut admin time and help advisers meet Consumer Duty standards

Sahar Nazir
clock 19 August 2025 • 2 min read
Scottish Widows' Bold predicts adviser 'flight to trusted quality' in fragmented platform market

Scottish Widows' Bold predicts adviser 'flight to trusted quality' in fragmented platform market

‘There will be potential platform consolidation’

Jenna Brown
clock 18 August 2025 • 6 min read
Aviva platform net flows climb 28%

Aviva platform net flows climb 28%

Driven by higher adviser client retention and expanding direct wealth channel

Sahar Nazir
clock 14 August 2025 • 2 min read