View the article online at http://citywire.co.uk/wealth-manager/article/a526019
Fund Intelligence undergoes RDR makeover
by Annabelle Williams on Sep 22, 2011 at 09:32
The Tunbridge Wells based discretionary fund firm is looking to ensure its offering fits with the soon to be implemented regulatory framework, with its rebranding immediately effective.
It will now offer model portfolios on the Ascentric, AXA Elevate, Novia and Nucleus platforms, too, and as an investment partner via Sippcentre.
Managing director Karen Vidler commented: 'You can't fit a square peg in a round hole as we believe many legacy business models will be trying to do. The Wells Capital proposition is to offer outsourced investment solutions, enabling advisers to spend more time managing client relationships and strategic planning.'
Chris Mayo, investment director, added: 'We recognise clients have individual objectives and attitudes to risk. Therefore, there is a need for bespoke or legacy portfolio management services in addition to model portfolios.'
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