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Macquarie wrap rethink

Macquarie is offering a range of new features for its wrap, including improved uploading of client assets and the ability to monitor and manage clients’ model portfolios.

Advisers can make changes to model portfolios online without having to contact Macquarie. The platform is also offering better visibility of trades and transfers carried out on the wrap. The risk-profiling systems admin has also been improved.

Head of distribution John Porteous says: “The suite of functionality and features that we have just released will enable the advisers using Macquarie wrap to be more efficient and provide improved service to their clients.

“This is at the hub of the planning process and integral to our long-term Macquarie wrap vision.”:


Liontrust outflows continue

Liontrust saw a £70m outflow of retail money in the second quarter of the year compared in inflows of £14m. UK retail assets under management stood at £662m as of June 30, 2010, compared to £772m the previous quarter. Liontrust’s interim management statement, published today, revealed the departure of chief executive Nigel Legge in May […]


Close Asset Management appoints senior duo

Close Asset Management has appointed Andrew Gillespie as marketing director and Anita Juneja as head of strategic relationships. Gillespie joins from Standard Life where he was managing director of marketing in the UK. He is expected to raise the firm’s profile among private and institutional investors and will report to head of UK wealth management […]

Mothers missing out on millions

By Steve Webb, director of policy and external communications The ninth Royal London Policy Paper discusses how thousands of mothers are missing out on state pension rights when they don’t have to Earlier this month we published the ninth Royal London Policy Paper, entitled ‘Mothers Missing out on Millions’. It focuses on the thousands of mothers […]


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