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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

Oct 22, 2014

Tide turning as another platform mulls structured products

Alliance Trust Savings reveals structured products are “something we are investigating at the moment”.

Oct 22, 2014

James Hay adds 10 new managers to fund lists

Platform estimates a further 100 to 200 funds will be added by the end of the year.

Investments| Oct 21, 2014

Platforms will have to offer ‘bewildering array’ of options

Ascentric’s chief executive Hugo Thorman looks at the role platforms may be able to play given the pensions changes.

Oct 20, 2014

Appetite for investment trusts on platforms jump 30%: AIC

Purchases of investment companies reached a record high of £120.9m in the second quarter this year.

Oct 16, 2014

Advisers demand share class consistency: Zurich

Majority of advisers would accept one price across all investment platforms, even if it was not the cheapest option.

Oct 13, 2014

Ratesetter launches adviser portal

The organisation has 23 IFAs on the portal and another 20 waiting for approval.

Analysis & Opinion

From Special Report: Platforms - October 2014| Oct 20, 2014

Funds surge for platform providers

Platforms are flourishing after the RDR.

From Special Report: Platforms - October 2014| Oct 20, 2014

Platform market may begin to diverge

Platforms are changing strategic direction.

From Special Report: Platforms - October 2014| Oct 20, 2014

More clarity over charges is needed

The journey to new share classes isn’t a clean one.

Interview| Sep 25, 2014

Firing Line: Tim Orton

Daniel Liberto speaks to the chief executive of Aviva’s growing platform business about his enthusiasm for management, the importance of providing...

More on Wraps & Platforms
Special Reports

Platforms - October 2014

Why platform tools are proving their worth and the results of Investment Adviser’s annual platform survey.

FTAdviser Blog

Platforms to gain from RDR direct price disparity

News Review: Managers take a larger slice of direct fees, showing it does not pay to cut out the middle-man.

Special Reports

Investment Trusts - August 2014

Has the RDR levelled the playing field for investment trusts?

FTAdviser Blog

Adviser Rant: Platforms’ ‘smoke and mirrors’

My take is that some platforms are content to do the bare minimum allowed by the regulator.

Special Reports

Platforms - July 2014

RDR has forced platforms to move to unbundled charging, so cosy behind-closed-doors deals will no longer exist.

Recent Articles
  1. Platforms - October 2014
    From Our Publications| Oct 20, 2014

    Platforms - October 2014

    Why platform tools are proving their worth and the results of Investment Adviser’s annual platform survey.

  2. Psigma IM adds portfolios to platforms
    Investments| Oct 13, 2014

    Psigma IM adds portfolios to platforms

    Discretionary manager says move is “committment” to advisers.

  3. Fund selectors pile into passive following Budget
    Structured Products| Oct 10, 2014

    Fund selectors pile into passive following Budget

    Low volatility fund receiving interest from managers looking for retirement income options.

  4. Zurich adds investment trusts to platform fund list

    Zurich adds investment trusts to platform fund list

    Four investment trusts selected by Square Mile.

  5. Old Mutual Wealth scraps annual drawdown fee
    Oct 09, 2014

    Old Mutual Wealth scraps annual drawdown fee

    Both the annual pension drawdown fee and the current minimum charge on its platform will be scrapped.

  6. Aegon now fastest growing platform in UK
    Oct 07, 2014

    Aegon now fastest growing platform in UK

    Firm preparing user experience improvement programme in time for next April.

  7. Alliance Trust adds 80 funds to platform
    Oct 07, 2014

    Alliance Trust adds 80 funds to platform

    Inflows to Oeics and unit trusts increase to 21 per cent in 2014 from 7 per cent in 2013.

  8. European high yield played out, claims Psigma’s Becket
    Equities| Oct 07, 2014

    European high yield played out, claims Psigma’s Becket

    European yields had fallen largely because of ongoing concerns about deflation, manager says.

  9. Novia partners with Iboss investment service
    Oct 07, 2014

    Novia partners with Iboss investment service

    White-labelled portfolio management service will be available on wrap from November.

  10. Update: Three Axa Wealth staff to exit
    Oct 03, 2014

    Update: Three Axa Wealth staff to exit

    Mark Links, Nick Elphick and Andrew Smith set to leave business.

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