Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Fund Intelligence undergoes RDR makeover

Fund Intelligence undergoes RDR makeover

Fund Intelligence has rebranded itself as Wells Capital Investment Solutions ahead of the impending Retail Distribution Review (RDR).

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.'

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Play JPM’s Negyal: Back divis to temper EM volatility

JPM’s Negyal: Back divis to temper EM volatility

Omar Negyal, co-manager of the JPMorgan Global Emerging Markets Income trust, says a dividend approach to emerging markets reduces the volatility of investing in the asset class.

Play WMR: Why Russia will lose this war

WMR: Why Russia will lose this war

Author and journalist Adam Lebor believes a perfect storm is brewing when it comes to the Russian economy. .

Play WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

Chief economic adviser to London mayor Boris Johnson outlines the geo-political risks in Asia and explains why the risk of another eurozone crisis must not be underestimated.

Your Business: Cover Star Club

Profile: 'new normal' now is as dangerous as when it was applied to tech

Profile: 'new normal' now is as dangerous as when it was applied to tech

7IM's CIO Chris Darbyshire says he has been re-energised by his new role, but has little time for 'new normal' doom-mongers

Wealth Manager on Twitter