Wealth management platforms

Supporting Financial Advisers with planning and portfolio management.

Benefit through investing with one of our platform providers

Many individual clients use an investment platform. This allows for purchase across a range of funds, shares, bonds and other investments, often in a tax-efficient stocks and shares ISA or a self-invested personal pension (SIPP).

Platform providers

Investors can access our management services through a range of platforms.

Wrap providers

We work with a number of third parties to provide a range of options for Wraps, as a level of protection from tax.

Standard Life

Bond and SIPP investment solutions.

AJ Bell

SIPP investment solutions.

Curtis Bank

SIPP investment solutions.

Talbot and Muir

SIPP investment solutions.

Utmost

SIPP investment solutions.

Insights and updates

Keep up to date on our latest market insights, and find out more about our company updates in our news page.

Find out more

22 July 2024

Investors turn to small-caps and value stocks as growth underperforms

A change in investor sentiment last week saw a rotation away from mega-cap technology stocks into other parts of the market, such as small-caps and value stocks, which had underperformed year-to-date.

Research Team

2 min read

15 July 2024

Global equity indices to rise to new highs

Global equities rose to a new high, boosted by increased confidence the Federal Reserve will soon cut interest rates as a consequence of moderating inflation and a more balanced job market.

Research Team

2 min read

08 July 2024

Japanese equity indices hit fresh highs

US equities advanced, albeit with thin trading during a holiday shortened week.

Research Team

2 min read

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EFG Harris Allday
5th floor
103 Colmore Row - Birmingham B3 3AG
0121 233 1222