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WMS launches multi-wrap solution

Wealth Management Software has launched a multi-wrap solution designed to accommodate the requirements of A-day.
The LISA multi-wrap solution includes support for equities, bonds, funds, Isas, Peps, property asset management, child trusts and A-day pensions including income drawdown.
It also includes Internet based client reporting, portfolio modelling, performance measurement, document management and business process modelling and management.
WMS group sales director Paul Foll says: “We believe that the LISA multi-wrap solution is unique owing to the breadth of products and services that it supports. The solution offers a huge range of functionality for organisations such as fund supermarkets and it now also encourages areas covering property asset management, child trust funds and the A-day pension structure.”


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Select switch at Threadneedle

Phil Cliff is to take over from his boss, Darrel ODea, as manager of Threadneedles European Select Growth fund. Cliff has been number two on the team and currently also manages Threadneedles pan-European Accelerando fund. He will now switch roles with ODea, who becomes deputy manager on the select growth fund.

Three stocks due a Brexit boost

By Mark Martin & Holly Cassell, Neptune Mark Martin and Holly Cassell highlight three high-conviction holdings in the Neptune UK Mid Cap Fund that they believe are well positioned to benefit from Brexit. Read more Important information Investment risks Neptune funds may have a high historic volatility rating and past performance is not a guide […]


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