The award-winning wrap platform dedicated to empowering advisers to manage wealth.
Providing choice through technology, Ascentric adds value, unlocks benefits and makes life easier, whether you’re a Financial Adviser or a Private Investor.
News & Announcements
Ascentric launches model portfolio cloning toolA tool that allows IFAs to create model portfolios 50 percent faster than before has been launched by Ascentric.
Passive investing: The choice between ETFs or index fundsA combination of the Retail Distribution Review (RDR) and the financial crisis has seen the popularity of passive investing soar in recent years, as investors place increasing emphasis on cost.
Ascentric signs up bespoke Aim portfolio serviceAscentric has reached an agreement with Blankstone Sington allowing advisers to access its bespoke Aim portfolio service.
Ascentric adds DFM serviceRoyal London-owned Ascentric has added a newly launched discretionary fund management services to its platform, offering advisers access to its nine model portfolios.
Ascentric assets hit £11bnRoyal London-owned wrap platform Ascentric has reached the £11bn mark in assets under administration...
IHT mindfulness: Helping clients escape an unexpected billA growing number of clients could be caught by IHT as property values continue to grow, writes Justin Blower. Here he explains what advisers need to be aware of and how platforms can help.
IHT mindfulness: Helping clients escape an unexpected billRising property prices could land many with IHT liabilities...
Ways to mitigate inheritance taxWith HMRC’s revenue from inheritance tax (IHT) forecast to reach a record £4.6bn for the 2015/16 tax year...
Ascentric sees the amount of cash traded by its in-house dealing team more than triple…Click on the link below to read the full article.
In the week after the Brexit vote our in-house dealing team made huge savings for clients.Click on the link below to view our infographic which illustrates our unique exchange trading capability.
Ascentric eyes IHT market with Brown Shipley tie-upRoyal London-owned platform Ascentric has signed a deal with Brown Shipley to offer advised clients the private bank’s discretionary managed portfolio.
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