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Conforto picks Raymond James as its platform partner

Conforto Financial Management has selected Raymond James as its platform partner.

The IFA firm picked Raymond James after shortlisting a total of six platforms for the job.

Previously Conforto used four platform providers across its client base, but its decision to work with just one is part of its expansion plans going forward.

Conforto commercial director Mike Walsh says: “The growth of the business is leading us down certain decision paths and this move was inevitable.

“If we want to deliver our ambition of becoming proactive with clients we have to centralise. We are delighted to be working with Raymond James who were head and shoulders above the other providers we saw.”

Raymond James Investment Services chief executive officer Peter Moores says: “Our goal is to provide independent firms with the operational and strategic flexibility they need to help them efficiently manage their clients’ wealth. Conforto is the type of firm where we can add value.”


Threadneedle launches Credit Opportunities fund

Threadneedle has added a long/short Credit Opportunities fund to its absolute return product range. The new vehicle will be managed by Barrie Whitman, the head of high yield, alongside Roman Gaiser, a high yield fund manager, and Alasdair Ross, an investment grade credit fund manager. Credit Opportunities has a Ucits III structure and can hold […]


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