AWD Chase De Vere is to launch a bespoke platform initially through a joint venture with Cofunds. ...
AWD Chase De Vere is to launch a bespoke platform initially through a joint venture with Cofunds. The financial advice group is planning to have a full proposition ready for clients within two years. It said it will improve client handling on a transaction and service prospective and enhance its advisory position. Managing director of Cofunds, Andy Creak added that IFAs need to make platforms an integral part of the business model rather than a bolt-on.
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