Wealth Manager - the site for professional investment managers

Register to get unlimited access to 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 Rathbones' Smith on China's economic hegemony ambitions

Rathbones' Smith on China's economic hegemony ambitions

Discussing China's saving problem, Ed Smith argues that if the country opens up there will be an outflow of capital.

Play Liontrust ESG head says sustainable investment doesn't mean low return

Liontrust ESG head says sustainable investment doesn't mean low return

Peter Michaelis talks about ethical investment growth and where he sees future opportunites.

Play Are platforms the biggest barrier to wealth manager ETF take-up?

Are platforms the biggest barrier to wealth manager ETF take-up?

Citywire hosted a roundtable discussion to find out how and if wealth managers are using ETFs in their clients' portfolios and the challenges they face trading through different platforms.

Read More
Wealth Manager on Twitter