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AXA Wealth

Wrap/platforms

Axa Elevate moves to paperless structure

Axa Elevate clients will be able to view documents online following industry feedback.

clock 08 July 2013 •

Your profession

IFP welcomes Axa Wealth and Architas as lead corporate members

AXA Wealth and Architas have become joint lead corporate members of the Institute of Financial Planning (IFP) for the twelve month period from 1 July 2013.

clock 08 July 2013 •

Investment

Graham Bentley joins Axa Wealth as interim head of fund group relations

Axa Wealth has appointed Skandia's former head of proposition Graham Bentley as the interim head of fund group relations.

clock 01 July 2013 •

Wrap/platforms

Majority of new business expected to be in clean share classes within 12 months

The majority of adviser firms anticipate placing more than 75% of new assets in clean share classes, according research carried out by AXA Wealth.

clock 28 June 2013 •

Investment

Axa Wealth: apparently, cheese grows on plants

There have been two surveys conducted recently involving young people in the UK noteworthy for their headline revelations, but also cause for concern, according to AXA Wealth International head of proposition Simon Willoughby.

clock 27 June 2013 •

Wrap/platforms

Axa adds 850 clean share classes to Elevate platform

Axa Wealth has added 850 clean share classes to the Elevate platform, meaning that 90% of funds on the platform are now available with this option.

clock 24 June 2013 •

Wrap/platforms

Axa Wealth calls for two-year 'sunset clause' on cash rebate ban

Axa Wealth is calling for a two year sunset clause on the cash rebate ban in order to avoid creating an unfair disadvantage for firms acting in the spirit of the Retail Distribution Review (RDR).

clock 12 June 2013 •

Tax Planning

Blog: what football teaches us about tax fairness

AXA Wealth International head of proposition Simon Willoughby looks at what football teaches us about tax fairness.

clock 06 June 2013 •

Offshore Investment

Axa Wealth International extends adviser charging options

Axa Wealth International has made a series of enhancements to its specialist offshore proposition to offer advisers a broader range of adviser charging options and trust features.

clock 22 May 2013 •

Offshore Investment

The offshore market has bright spots on the horizon

Head of proposition at AXA Wealth International Simon Willoughby gives his view on why the offshore market is changing but there are bright spots on the horizon.

clock 21 May 2013 •
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