Platforms
Investment | 4 Sep 24
P1 platform adds DFM PortfolioMetrix
PortfolioMetrix will launch 28 portfolios on the P1 Platform
Investment | 30 Aug 24
Titan Wealth to close multi-asset range of funds in one month
The news follows Tavistock’s termination of its partnership with Titan last month
Blevins Franks closes Malta expat retirement plan to merge with its other QROPs scheme
The plan will no longer be registered with effect from 2 September 2024
Investment | 21 Aug 24
P1 Platform launches service for advisers to accelerate report writing and client disclosures
The tool generates a detailed investment proposal that showcases how a client’s investment would be structured
Investment | 14 Aug 24
Fundpath makes two senior leadership appointments
The latest additions to the London-based Fundpath team follow a second round of funding with its venture capital partner Fuel Ventures