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Threesixty launches bespoke wealth management service

Threesixty is offering a bespoke consultancy service to wealth mangers and discretionary fund managers, to help them comply with the post retail distribution review world and changing regulatory environment.

The firm has been working with a select number of DFM and wealth management firms to ensure their business model does not have exposure to unnecessary risk.

Having made some key hires last year, Threesixty said it has formally extended its range of services to target DFMs and wealth managers.

The DFM support service is designed to address individual firm requirements, and contracts are built on a bespoke basis.

‘We already support 23 firms with or currently acquiring discretionary permissions throughout the UK, making us one of the most established firms offering this service already,’ the firm said.

The firm aims to become a prominent consultancy for these types of discretionary firms in 2013, to add to its position in the advisory sector.

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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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