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Ascentric Wrap

Wrap/platforms

Novia to offer Heartwood model portfolios

Investment manager Heartwood is to offer its model portfolios on the Novia platform.

clock 02 July 2012 •

Your profession

Revealed: platforms and your adviser charging options

PLATFORMS

clock 21 June 2012 •

Wrap/platforms

Ascentric launches RDR workshops

Royal London-owned wrap Ascentric is running half day RDR Workshops for firms which have transitioned to the Retail Distribution Review (RDR) or are in the process of doing so.

clock 15 June 2012 •

Wrap/platforms

Ascentric to hold adviser open days

Platform Ascentric is to hold a series of open days for advisers to help them better understand the service.

clock 24 May 2012 •

Investment

JM Finn wins investment mandate from Welsh IFA

JM Finn & Co has inked a deal with Lawrence Miller & Co which will see it provide the Cwmbran-based IFA with investment management services via the Ascentric wrap.

clock 21 May 2012 •

Wrap/platforms

Ascentric launches offshore bond

Royal London-owned wrap Ascentric has launched an offshore bond for clients seeking the tax benefits of investing offshore.

clock 14 May 2012 •

Pensions

Royal London reports 10% fall in new life and pensions business

Royal London saw a 10% decline in new life and pensions business in the first quarter, citing difficult market conditions.

clock 10 May 2012 •

Wrap/platforms

Ashcourt Rowan to launch in-house platform

Adviser and wealth manager Ashcourt Rowan is developing its own in-house platform, due to be rolled out later this year.

clock 29 March 2012 •

Investment

Barclays launches model portfolios on Ascentric

Barclays wealth and investment management business has launched a range of five risk-rated model portfolios as it looks to further align itself with the IFA community.

clock 19 March 2012 •

Wrap/platforms

Ascentric assets top £4bn for first time

Ascentric has broken the £4bn assets under administration (AUA) barrier as the Royal London-owned wrap nears 12 months of sustained profitability.

clock 14 March 2012 •
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