View more on these topics

Amex signs up four more IFAs

American Express Financial Services Europe has signed up four new IFAs for its wrap service.

Amex recently extended the service to the wider market after initially making it available to a handful of IFAs.

Since launching last March, the service has widened to offer self-invested personal pensions, income drawdown, trust accounts, preferential terms with UK fund groups and access to the entire fund universe following a tie-up with S&P.

The service offers a multi-asset, multi-capability platform-based wrap account designed to help build client relationships.

The new firms are Carroll Asset Management, PSD Robinson Gear (Investment Planning), Regent IFA Services and Stafford & Co.

Head of adviser services Jamsheed Poncha says: “We selected the four adviser firms based on their focus on wealth management and the fact they align well with Amex’s culture, vision and business model.”


How to benefit from the DNS

It was good to see that January 14 came and went and the world didn’t end – the relief felt was similar to that of the millennium bug when it failed to mat-erialise. Of course, with something like regulation, D-Day isn’t the end of the story. Now’s the time when we have to start changing the way we work and real-ise where the potential regulation minefields are.


News and expert analysis straight to your inbox

Sign up


    Leave a comment