New Investment Products

IBOSS, part of the Kingswood Group, has made its discretionary managed portfolio service (MPS) range available on the 7IM Platform.

Northern Chartered financial planning business, Rosebridge, has launched a discretionary fund management (DFM) arm - Rosebridge Asset Management (RAML). 

Bristol-based Wealth Club has officially launched its new investment range supported by Seccl, the Octopus-owned embedded investment platform.

A roundup of the latest funds news impacting the wealth management sector...

BNY Mellon’s Pershing X, a technology provider within BNY Mellon’s Pershing, has partnered with Salesforce, PureFacts and Pontera to provide technologies for advisers on its new wealth management platform Wove.

A roundup of the latest funds news impacting the wealth management sector...

A look back at our top stories from the week...

A roundup of the latest funds news impacting the wealth management sector...

Climate philanthropy charity the Global Returns Project (GRP) has partnered with independent UK-based impact financial adviser Mindful Wealth to offer GRP’s portfolio to its clients.

Dowgate Wealth, the wealth management arm of Dowgate Capital, has launched an investment management company, Onward Opportunities, following its listing on AIM.