View more on these topics

Succession selects Praemium to provide discretionary platform service

Succession Advisory Services has chosen Praemium to provide a discretionary platform service to its investment matrix members.

Succession’s matrix has been developed using risk and research experts Rayner Spencer Mills to create a range of best of breed solutions based on academic research, emphasising diversification, strategic asset allocation and automatic rebalancing.

It is a completely audited investment process with risk profiling that enables IFAs to view funds across a range of investment styles from passive to multi asset active and a suite of ‘lifestyle’ funds.

To date Succession has signed 10 IFA firms, bringing funds under management within its investment matrix to £1bn.

A statement from Praemium says: “Praemium’s dps platform enables advisers to concentrate efforts on planning rather than fund selection.”



Mortgage Backed green shoot

Lloyds Banking Group launched a £4bn Residential Mortgage Backed Security this week, the first such issuance for more than a year.

Complain sailing

The recent naming and shaming exercise carried out by the Financial Ombudsman Service revealed the companies that get the most complaints.

Introducing Trevor Greetham

Ryan Medlock, Investment Proposition Manager, Royal London Royal London Asset Management’s (RLAM) new head of multi-asset is officially up and running. I want to look at what expertise Trevor brings to the table and how this affects the Governed Portfolios (GPs) and Governed Retirement Income Portfolios (GRIPs). Trevor Greetham joined RLAM in April 2015 from […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm