Bankhall has unveiled the details and name of its Capita-led platform at its annual member conference in Cannes today.
Portavista, which Bankhall chief executive Peter Mann stresses is not a wrap, will offer 1,200 funds from 56 fund groups and a Sipp and personal pension offered by Aegon, in its initial stage.
This is the first time Capita’s platform has been white-labelled and will be offered to Bankhall’s 2,500 advisers who write life, pensions and investment business.
The platform will be aligned to discretionary fund management through a global asset management firm, believed to be Goldman Sachs although Capita and Bankhall would not confirm this.
Mann says: “This is about independent choice and aggregation. We made you think that this is something really good- and now you will see it is.
“A whole number of Greek, Latin, French, Spanish, and Italian dictionaries were thumbed through to come up with a name but we think this says exactly what it will do for you.”