Succession Investment Platform

Our platform is a bespoke, open architecture system, offering unbiased access to more than 3,800 funds, as well as a comprehensive range of alternative investment types covering all asset classes and attitudes to risk. It enables business principals, advisers and support staff to select investment solutions that best meet the rigorous demands and needs of wealth management clients, and to manage and review these solutions with complete confidence. The platform is underpinned with the latest internet-based, online technology, offering access across all asset classes, structured products, Exchange Traded Funds (ETFs), direct share and cash facilities supported by a range of tax wrappers. It uses a modern and cost-effective wealth management system which features fully integrated online viewing and dealing facilities provided by one of the UK’s leading wrap providers.

Central to our proposition, the Succession Investment Platform provides: