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Cofunds

Investment

Ex-Threadneedle CEO Davies joins Romer-Lee consultancy

Former Threadneedle CIO, CEO and chairman Simon Davies has joined Square Mile Investment Research as a founding investor and chairman.

clock 06 January 2014 •

Wrap/platforms

Rayner Spencer Mills Research launches fund ratings on Cofunds

Rayner Spencer Mills Research (RSMR) has made its fund ratings service available through Cofunds.

clock 17 December 2013 •

Wrap/platforms

Baby steps: Are profitable platforms now a permanent fixture?

PROFITABLE PLATFORMS

clock 02 December 2013 •

RDR

Orphan clients: Is a 'dip in, dip out' advice model the answer?

Consumers priced out of full advice may yet be able to seek the expertise of an adviser via a chargeable "dip in, dip out" information-only model, according to Cofunds distribution director Andy Coleman.

clock 29 November 2013 •

Wrap/platforms

Cofunds and Intelliflo agree strategic partnership

Cofunds has entered into a two-way integration with Intellifo which will allow trading on the platform to be triggered from within Intelliflo's Intelligent Office software.

clock 26 November 2013 •

Wrap/platforms

ATS names ex-Cofunds man head of intermediary sales

Alliance Trust Savings has hired Damian Smyth from Cofunds to head its intermediary sales team.

clock 11 November 2013 •

Wrap/platforms

Platforum: Cofunds top UK adviser platform by AUA in Q3

Cofunds was the largest UK adviser platform in Q3, in terms of assets under administration (AUA), and has since become the first £60bn fund platform in the UK.

clock 06 November 2013 •

Wrap/platforms

Are platforms doing enough to speed up re-reg?

RE-REG

clock 29 October 2013 •

Wrap/platforms

Ex-Cofunds chief executive Eppinger joins Old Mutual Wealth board

Old Mutual Wealth Management has appointed ex-Cofunds chief executive Charlie Eppinger to the board as an independent non-executive director.

clock 21 October 2013 •

Protection

L&G restructure puts 600 jobs at risk

Legal & General is in talks with Unite over potential redundancies at from its protection and savings divisions.

clock 14 October 2013 •
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