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Home > Investments > Wraps & Platforms

Wraps & Platforms

Latest News

Apr 17, 2015

7IM launches service for ‘orphaned’ clients

Minimum charge of £20 per quarter, and a minimum investment of £100,000.

From Pensions| Apr 16, 2015

Aegon to put ‘annuity-style’ guarantees on platform

Chief executive reveals two major launches in the coming weeks, including “UK first” for platforms.

Apr 15, 2015

Tech upgrades help build scale at Nucleus

Chief executive says work done last summer has helped with 2014 inflows and asset growth.

Apr 14, 2015

Most expensive D2C platform 3x cheapest

Researcher also finds navigation of platform website’s confusing for the average investor.

UK| Apr 13, 2015

Mercia launches virtual share exchange for investors

Platform designed to make investing into EIS and SEIS discretionary funds more accessible.

ETFs & Trackers| Apr 02, 2015

Platforms struggle to keep up with ETF demand

Larger platforms play down demand, while smaller wraps state readiness.

Analysis & Opinion
Sunset is on deadline

Apr 08, 2015

Sunset is on deadline

Assets are – or should be – well on the way to clean share classes

Apr 07, 2015

SNAPSHOT: Pension flexibility creates challenges

As the pension freedoms come into effect, the opportunities for platforms look set to increase.

Interview| Mar 30, 2015

‘The retirement and pensions space is a massive opportunity’

Nyree Stewart talks to Pat Shea, managing director of FundsNetwork UK, about his love of travel and taking the helm of the platform.

Mar 23, 2015

Catering for each client individually

Platform due diligence is an interesting proposition.

More on Wraps & Platforms
Special Reports

Future of Platforms - November 2014

Experts are questioning whether proliferation in the platform sector can continue.

FTAdviser Blog

Alliance wrangle throws up platform sustainability issues

I’m no expert in corporate governance but I wonder if this raises a few due-diligence questions for advisers on ATS.

Special Reports

Platforms - October 2014

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

FTAdviser Blog

Post-RDR future is not platform consolidation

Only 25 per cent of the platform charge an investor pays is actually funding the asset and wrapper servicing that investor needs.

Recent Articles
  1. Transact’s platform assets rise 20% year-on-year
    Apr 02, 2015

    Transact’s platform assets rise 20% year-on-year

    Pre-tax profit also up 5.3 per cent year-on-year.

  2. Company purchases on platforms up 19% year-on-year

    Company purchases on platforms up 19% year-on-year

    Industry data shows that Transact and Ascentric continue to be the top wraps for investment company purchases.

  3. Sesame cites DA attrition as it abandons investment advice
    From Your Industry| Mar 31, 2015

    Sesame cites DA attrition as it abandons investment advice

    Mortgage network will remain open, while wealth management ARs will have to move.

  4. FTAdviser BlogonYour Industry| Mar 31, 2015

    Alliance wrangle throws up platform sustainability issues

    I’m no expert in corporate governance but I wonder if this raises a few due-diligence questions for advisers on ATS.

  5. Profit rise through sales growth at Cofunds
    Mar 27, 2015

    Profit rise through sales growth at Cofunds

    Chief cautions that “a business of our scale should be generating more profit”, targeting £11m per annum cost savings by year-end.

  6. Adviser parent targets acquisitions after year of sales
    From Your Industry| Mar 26, 2015

    Adviser parent targets acquisitions after year of sales

    Chief executive of Irish group says he is looking to be more active in terms of acquisitions and alliances.

  7. Adviser arm growth limits profit hit for James Hay parent
    From Your Industry| Mar 26, 2015

    Adviser arm growth limits profit hit for James Hay parent

    IFG Group results show both pain and gain of significant restructuring over last 12 months.

  8. Lang Cat appoints OM Wealth’s Mike Barrett
    From Your Industry| Mar 25, 2015

    Lang Cat appoints OM Wealth’s Mike Barrett

    Platform marketing manager moves from 18-year stint at provider.

  9. Pension reforms to boost advised platform assets
    Mar 20, 2015

    Pension reforms to boost advised platform assets

    Wrap flexibility and access to new options will increasingly attract adviser assets, according to those involved.

  10. ‘Clean’ share class assets on platforms leap up
    Investments| Mar 17, 2015

    ‘Clean’ share class assets on platforms leap up

    Platform assets in commission-free share classes leaps from 50 per cent to 75 per cent.

More on FTAdviser
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