Quilter tops lang cat’s advised platform sales chart as industry outflows rise
Total outflows up 30.4% year on year
Platforms
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Platform software firm Bravura returns to profit
The firm supplies UK investment platforms including Fidelity International’s
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Plannr Technologies and Transact team-up on income statement service
Aiming to “supercharge the efficiency of financial advisers”
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Fidelity International strikes £29m adviser platform software deal
Sonata underpins Fidelity’s adviser platform
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
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Abrdn launches cash management service for advisers
Featuring a range of fixed term deposit and notice day accounts
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How will the MPS market look in five years?
Sparrow Capital’s Mark Northway scrutinises the direction of travel for the MPS market
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Nucleus completes Third Financial acquisition
Deal expands Nucleus’ AUA to £97bn
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EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
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Tillit removes five funds following manager shifts
Two funds remained in universe following review
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Parmenion adds hat-trick of MPS firms to platform
PortfolioMetrix, Elston Portfolio Management and Quilter now featured
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P1 Platform and Firenze to offer advisers loans backed by investment accounts
Provides clients with liquidity without having to sell investments