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American Express adding Insight to wrap platform for IFAs

American Express Financial Services has added Insight Investment multi-manager portfolios onto its wrap platform for IFAs.

The move means that Amex now offers a full range of multi-managers including Artemis, New Star, Schroders, Hender-son, Gartmore, Jupiter and F&C.

The Amex wrap was launched in March to offer a multi-asset, multi-capability platform-based account which has been designed to allow IFAs to spend more productive time on client administration.

The wrap holds and administers asset classes, including cash and equities, in Isa and Pep tax efficient bundles.

It recently secured a deal with rating agency Standard and Poor’s to enable IFAs to have access to fund factsheets from across the market.

On request, advisers will be able to see details of 266 fund managers and 4,000 funds.

Amex Financial Serv-ices head of investment products Martin McHarg says: “Multi-manager funds are becoming increasingly popular as an investment concept and we are pleased to be extending the range of managers on our platform.”



Royal Liver sales manager leaves

Royal Liver sales manager Chris Large has been sacked after making derogatory comments to the sales team about the mutual’s policyholders. Large, who worked in the Liverpool salesforce, said the 1.4million policyholders were too lazy to access life insurance via the internet.

Protection products to be excluded from menu

Depolarisation final rules show that the FSA has decided not to include protection products on the menu.Responses to the consultation called for the regulator to exclude long term care products from the menu as they are not considered to be sufficiently mass market, but to include protection products as they form a large part of […]

Nationwide forecasts 2% rise in 2005

Nationwide’s housing forecast for 2005 says the average property price will rise by just 2 per cent as more realistic price expectations will act as a brake on the market. Predicted net mortgage lending for 2005 is £73bn from an expected £97bn in 2004.

All-round winners

Catherine Boyle looks at the final four for the IFA Woman of the Year 2004 award.


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