Daintree Wealth Management has become the latest partner firm to use AJ Bell’s Model B solution for advisers.
AJ Bell Custody Solutions is designed for advisers looking for "more control and flexibility" over the client experience, AJ Bell said. Firms partnering with AJ Bell Custody Solutions own the client proposition, while the underlying operational and back-office proposition – including custody, trading and administration – is powered by AJ Bell. Additionally, firms can set their own rates for platform or custody charging and are able to package the Model B platform infrastructure in their own branding. Led by CEO Mark Parello, Daintree Wealth Management was founded in 2019 and is bas...
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