Launching a Refreshing Approach to Investment
Advised platforms have evolved substantially since their advent in the early 2000s as fund supermarkets.
The benefits to each of the parties – adviser, asset manager and client have ensured that Advised platforms have substantially altered the distribution landscape.
Adviser platforms have largely begun to converge in terms of service offering by providing access to mutual funds, market listed securities and discretionary fund management through the range of tax efficient wrappers. The differentiators broadly speaking surround service and price.
At the same time, the UK regulator is becoming increasingly focussed on the rationale behind decisions made by advisers to appoint discretionary managers to manage their clients’ money.
At HCDWS, we have decided to look at the platform market in a different way and have developed the next generation of advised platform proposition – take a look through our website and contact us to discuss your specific requirements: