City Assurance, an IFA firm with clients in London and the South East, has remodeled its private client division by turning its back on insurance companies and launching its own wrap.
Aegon and Zurich have become minority shareholders of Seven Investment Management (7IM) as it becomes the first platform provider to gain LSE membership.
Investment manager 7IM has linked with Cofunds and Fidelity FundsNetwork to allow IFAs to cross-view client portfolios.
Threesixty, the IFA support services provider, has appointed Seven Investment Management (7IM) as its first ‘affiliated platform'.