Independent wealth manager Cauvery has selected Third Financial to provide custody and platform services through its Model B proposition.
Cauvery launched its boutique wealth advisory proposition last year, focused on delivering a personalised service to high-net-worth clients. In recent months, it has established a discretionary bespoke investment offering. Founder Simon Blowey was previously a senior figure at RBC Brewin Dolphin and Quilter Cheviot's former CEO Andy McGlone joined earlier this year. Third Financial has existing two-way integration with Intelliflo, creating "a connected technology environment across advice, custody and investment management". McGlone said: "An important factor in our decision was...
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