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True Potential poised to launch platform

IFA support services provider True Potential will launch its wrap platform on March 21.

In December, Money Marketing revealed that the company had been developing a platform for 12 months, funded from business profits and private investment by partners and senior partners.

The new SEI-powered pro- position will be available to True Potential’s 3,500 members until April 6, when it will be rolled out to all advisers.
True Potential partner Daniel Harrison says: “There is a lot of outdated technology around and we are making sure that we have a really innovative wrap that advisers can recommend to their clients.”

Yellowtail Financial Planning director Dennis Hall says: “I am sure True Potential will have something that works very well for it and its members but I doubt it will be the same kind of product as Transact or Raymond James offer.”

Forty Two Wealth Management partner Alan Dick says: “Obviously, True Potential has got a captive market in its members but if it wants to compete in the open market, then Transact is the benchmark and it sets the bar pretty high.”



The complex question of simplified products

The scene is a draughty Treasury office in Whitehall. The minister is discussing insurance with his permanent secretary. M: Sir Humphrey, I wanted to get your views on simplified products and the FSA’s paper.Sir H: Actually minister, around here, the FSA is so last decade.M: But simplified products really is a very worth- while initiative.Sir […]


Garnier wants veto on the FCA

Treasury select committee member Mark Garnier has called for Parliamentary oversight to be built into the Financial Conduct Authority. At a PanaceaIFA event this week, he said the regulator should remain independent but there should be some scope for Parliament to intervene in certain instances. He said: “We have to think hard about how we […]


MP attacks Sants for not knowing grandfather stats

Treasury select committee member George Mudie has attacked FSA chief executive Hector Sants for not knowing statistics relevant to the issues around grandfathering. In this afternoon’s TSC evidence session, Mudie asked if the FSA had statistics on how many advisers were over 60 and how many of those had a length of service profile. Sants […]

Premier claims DFM advantage

Premier Asset Management says its fund management capability gives its discretionary fund management service some advantages over traditional DFM servicesThe private client portfolio service comprises 10 risk-graded portfolios, each with a minimum investment of £50,000. They invest entirely in a selection of seven Premier funds of funds, which comprise a portfolio of third-party funds to […]

China tech and Global Alpha: a new great leap forward

By Robin Geffen, Fund Manager and CEO

Internet giant Alibaba is exactly the type of entrepreneurial company that the high-conviction, top-performing Neptune Global Alpha Fund seeks to invest in. Established just 14 years ago in an apartment in Hangzhou, today Alibaba is larger than Amazon and eBay put together and is challenging some of the most powerful internet companies in the world…

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Important information

Investment risks

The value of an investment and any income from it can fall as well as rise and you may not get back the amount originally invested. Forecasts and past performance are not a guide to future performance. Some information and statistical data herein has been obtained from sources we believe to be reliable but in no way are warranted by us as to their accuracy or completeness. These are Neptune’s views and as such this document is deemed to be impartial research. We do not undertake to advise you of any change to our views.


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