Wrap/platforms

The investment manager launches Cautious and Defensive portfolios on adviser platforms

Both Novia and Wealthtime are now under one single group brand

ESG availability and suitability drop as key features of a ‘good MPS provider’

CEO Jackie Leiper lays out group ambitions

Platform reported record AUM of £70.9bn

Transact parent company IHP reports ‘resilient’ flows for Q4

Designed to make advisers' processes more efficient

More than 100 advisers have already adopted the new co-branding 

Revenue up by 25.7% from last year to £36m

Comes ahead of the closure of Advance by Embark Platform