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Elevate launches model portfolio service

Axa has added model portfolios and rebalancing capabilities to its Elevate platform.

In addition, the platform has launched an offshore bond, a discretionary fund management service and enhanced its academy for IFAs.

The Family Suntrust from Axa SunLife is also now available on the platform, as well as private trusts, pension scheme trusts and charitable trusts.

Elevate has also developed an investment proposition with Architas Multi-Manager.

Last week revealed that Elevate was shutting down its website over the weekend for maintenance work and to implement phase four of its development programme.


Conservatives would fast-track auto-enrolment

Conservative Shadow pensions minister Nigel Waterson says the Tories would make auto-enrolment into existing workplace pensions a priority if they win the general election and he has reaffirmed a plan to review personal accounts immediately after an election win. At an industry dinner this week, he said: “We are signed up to a cheap, accessible […] may bring in loan sourcing system is tipped to be planning a mortgage sourcing system which will provide brokers with customer leads. Customers are currently transferred to broker London & Country after filling in details on the website. However, it is thought that the comparison website is looking to use a sourcing system which would pass customers on to a […]

Company fraud forecast to triple by 2012

Fraud cost UK companies almost £2.1bn in 2009, a rise of 76 per cent on the previous year, according to research from BDO Stoy Hayward. Research from the accountancy firm shows losses from frauds reported by UK companies hit the highest total since BDO began keeping records in 2003. The company says the worst is […]

2016 Global Survey of Individual Investors: How is investor behaviour rewriting the job description for financial professionals?

Trapped between expectations for near double-digit returns and strong apprehensions about investing in persistently volatile markets, investors worldwide are of the opinion that professional financial advice is worth the fee. But even though they believe individuals who work with a financial professional are more likely to achieve their goals, investors have a clear vision of […]


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