Zurich has expanded its platform offering to include a discretionary fund management service for the first time.
The first DFMs to appear on the platform will be Brewin Dolphin, Charles Stanley and Vestra Wealth. The platform is also in discussions with other groups and intends to introduce more during the current quarter. Zurich, which previously trialled such a service in 2013, said managed solutions constitute the most popular asset class held on its retail platform, representing 20% of total assets at the end of 2014. Alistair Wilson (pictured), head of retail platform strategy at Zurich, said: "We are committed to ensuring advisers and their clients have the widest range of managers and ...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes