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Single wealth firm for Axa and Winterthur

Axa and Winterthur Wealth Management are to set up a new financial services company providing a single point of contact for advisers for both new and old business.

Axa Winterthur Wealth Management will comprise Axa Wealth Management, Axa Isle of Man and Winterthur and will include new fund of funds and manager of manager propositions from Architas as well as access to the Axa Elevate wrap platform.

The company will have a specialist sales team offering access to the full range of Axa & Winterthur Wealth Management branded products.

Axa & Winterthur Wealth Management CEO Mike Kellard says the new model has been designed following extensive research and feedback from IFAs.

He says: “Some of the feedback we had was that while IFAs like having the different offerings, it can be time-consuming having to talk to different people all the time to get to them.

“We wanted to maintain our propositions but offer them through one point of contact and also have one point of entry rather than having multiple points.

“The primary aim of our new model is simple – to provide all our customers with the best products and service possible on a consis- tent basis.

“This will be done through one point of contact, based on Winterthur’s award-winning service model while protecting the strength of both propositions and offering the full range of Axa and Winterthur products with simplified access and imp-roved service.”


Band aid

The introduction of transferable inheritance nil-rate bands for married couples and civil partners continues to provide a massive opportunity for financial advisers to demonstrate their added value to clients and professional introducers.

F&C Property plans to buy Reit

F&C Property has set out plans to acquire a 70 per cent stake in international property asset manager Reit for 60m. The new company, F&C Reit, will have combined assets under management of 8.5bn.

Health - thumbnail

Fit for Work: guidance for employers published

On Friday, the Department for Work and Pensions published its guidance for employers on using the new Fit for Work (FfW) service to help ill employees return to the workplace. It also includes more details on the tax exemption for medical interventions that commenced on 1 January 2015.


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